shutterstock_205197811_3 Person Client Meeting. Asian Advisor

PLANNING TOOLS

icon_building BUSINESS INSURANCE

Create Captive,
Private Insurance Company

“Captive insurance companies are insurance companies established by a parent group or groups with the specific objective of covering the risks to which the parent is exposed.”

Contract Litigation Insurance

Intellectual Property Insurance

Aircraft Manufacturing

Accounts Receivable

Directors & Officers

Representations & Warranties

Employment Practices Liability

“A type of liability insurance covering wrongful acts arising from the employment process. The most frequent types of claims covered under such policies include: wrongful termination, discrimination, sexual harassment, and retaliation.”

Corporate-Owned Life Insurance

Bank-Owned Life Insurance

Buy-Sell Life Insurance

Key Person Life Insurance

Commercial Property

Crime Insurance Cargo

Cyber Risk

Errors & Omissions (Malpractice)

Product Liability

Product Recall

General Liability

Workers’ Compensation

Commercial Auto

Construction

Bonds

Group Medical, Dental, Vision, Life

icon_chartTAX PLANNING

Private Placement Life Insurance

“PPLI is a variable life insurance that is privately offered. The investment options within PPLI are highly customized, which allows policy owners to invest in alternative types of investments, such as hedge funds, funds of funds, real estate, commodities, and financial derivatives.”

401k

SEP, SIMPLE IRA

Defined Benefit Pensions

Executive Disability

Deferred Compensation

Split Dollar

icon_binocularsPERSONAL INSURANCE

Home & Dwelling Fire

Auto

Umbrella

Flood & Earthquake

Life Insurance (Term, UL, IUL, VUL, Index)

Annuities (Variable, Index, Fixed)

Long Term Care

Disability

icon_badgeFINANCIAL

Offshore Life Insurance

Premium-Financed Life Insurance

icon_badgeTRUSTS

Asset Protection Trust

CA Private Retirement Plan Trust

Dynasty Trust

“A long-term trust created to pass wealth from generation to generation, without incurring estate and/or gift taxes at each successive generation.”

Irrevocable Life Insurance Trust

Revocable Trust

Charitable Remainder Trust

“A trust that provides for a specified distribution, at least annually, to at least one noncharitable income recipient for a period specified in the trust instrument, with the remainder interest paid to at least one charitable beneficiary.”

Charitable Lead Trust

Grantor Retained Annuity Trust

Sale to Intentionally Defective Grantor Trust

Qualified Personal Residence Trust

Spousal Lifetime Access Trust

Beneficiary Defective Inheritor’s Trust

Offshore Life Insurance

Premium-Financed Life Insurance