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Indexed Products - Can You Believe the Numbers? |
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A critical look at the performance projections in indexed
products and tips on how to cut through the sales hype and turn indexed products into
serious financial tools. (60 slides)
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Indexed Products - How They Work |
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Quick tutorial providing a glimpse into the financial mechanics behind Indexed Products. (13 Screens)
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Understanding Indexed Product Features |
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Covers the main structure of Indexed Products and their most common variations. Provides information on selecting and evaluating Indexed Products. (86 Screens)
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Indexed Products and Asset Allocation |
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How indexed products can be used to reduce portfolio risk and increase overall portfolio returns. Semi-technical discussion of Modern Portfolio Theory and how indexed product fit, as well as violate some MPT tenants. (293 Screens)
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How to Retire Tax Free - Tax Notes |
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Business owners and sophisticated individuals can retire tax free,
but they must initiate their plans during their working years. Covers the mechanics and the
tax aspects of ILIPPs and LIROs. (coming soon)
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Tax Deductible Life Insurance (coming soon) |
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Indexed Policies - Stock Market Returns, without Market Risk |
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Balanced Funds versus Indexed Annuities. Not for use with the general public. Professional financial advisors only! (coming soon)
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Section 412i - Maximizing Tax Deductions and Retirement Cash |
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(coming soon)
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Qualified Plan Magic for Small Businesses |
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EGTRRA contains over 60 provisions to help Small Business Owners add extra cash to their retirement funds. Tutorial hits the highlights and focuses on how owner-employee's can increase the share of qualified plan contributions credited to their personal accounts. (coming soon)
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GEAR - Tax Deductible Group Permanent (Coming Soon) |
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Perfect companion to qualified plans; unique tax and estate planning tool; How to make a tax deductible estate plan!
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Section 419A(f)(6) is Alive and Well Living in GEAR (coming soon)
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How the stable reserve concept of GEAR (Guaranteed Entry Age Reserve), can be used to satisfy all the IRS and Tax Court requirements of Section 419A(f)(6). Contains detailed, point by point, coverage of applicable tax law.
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ESOP - Tax Deductible Buyouts, Tax Free Sales Proceeds and More! |
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An ESOP is a tool of corporate finance. Employee Stock Option Plans are
perhaps can work financial magic, but they have gotten a lot of bad press. In the right
situations they are truly a magic bullet. When used just to skim some taxes, a lot they can be
an employer's nightmare.
This tutorial covers the myths and includes real life examples of massive tax savings
combined with true wealth creation. (By appointment Only)
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Forever Trust - The Ultimate Wealthbuilding Tool (Coming soon) |
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Liability Management - An Emerging Financial Trend
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Debt load is choking the american family and killing any chance of a self funded retirement.
Liability management uses creative debt restructuring and private banking to substitute
principal for interest and totally eliminate all debts in 7 to 12 years.
(By appointment only) |
