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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. (Under Construction - approximately 93 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 (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 alternative or adjunct to qualified plans and a unique estate planning tool. Solve the 401k triple threat, create owner-favorable executive benefits or build a tax deductible estate plan. GEAR is a one-of-a-kind solution to many financial needs.
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Section 419f is Alive and Well Living in GEAR (coming soon) |
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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, 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) |
