The Successful U.S. Business Owner Case

1

Protect US Real Estate: Utilize LLCs, Homeowner Insurance, and Umbrella Insurance.

2

Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.

3

Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.

The Wealthy Foreigner Investing in the U.S. Case

1

Protect Real Estate & Tax Planning: Create Delaware Trusts and LLCs.

2

Wealth Planning: Design Life Insurance and Annuities Policies with Principal or Death Benefit Guarantees.

3

Tax Planning: Negotiate Custom Private Placement Life Insurance Policies to Invest in Hedge Funds Tax-Free.

The Business Enterprise Case

1

Protect Business: Negotiate Custom Patent Insurance and Accounts Receivable Insurance to Safeguard the Company’s Assets.

2

Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.

3

Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.