Nolan / Sola / Crouch The Insured Portfolio

Your Gateway to Stress-Free Global Investments
1. Auflage 2010
ISBN: 978-0-470-87568-1
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 256 Seiten, E-Book

Reihe: Agora Series

How to safely, easily, and as tax efficiently as possiblediversify and hedge against the dollar's fall
It's no secret-the U.S. economy is in crisis mode,threatening everything from personal savings to our overallprosperity as a nation. Panicking is not the answer. Having a cleargame plan is. In this environment, investors must protectthemselves from the immense financial uncertainties they face as asaver or an investor in the 21st Century. Investors need solidinformation about ways to recession-proof their retirement andinvestment portfolios.
The Insured Portfolio offers that guidance revealing themajor financial threats the 21st Century Saver and Investor facesand showing them how to build a strong portfolio and protect theirassets. Written in smart, engaging prose, the book:
* Details ways to invest overseas, and specifically-how touse international private placement policies as a way to protectassets and reduce taxes
* Provides investors with the tips and tools needed to profitoverseas with insurance, including how to bypass the internationalrestrictions often used to keep investors from seekingopportunities in other countries
For those seeking customized asset protection, a dollar hedge,global investment diversification, tax privileged growth and estateplanning, there is not another single solution on the market todaythat can achieve all of these objectives at once better than TheInsured Portfolio.

Autoren/Hrsg.

Nolan, Erika

Sola, Marc-Andre

Crouch, Shannon

Inhaltsverzeichnis

Acknowledgments ix
INTRODUCTION A New Generation of Savers and Investors HaveBrought Certainty to Their Financial Future--and So Can You!1
CHAPTER 1 Welcome to the Twenty-First Century 5
The Lessons of the First Decade and the Historical Precedentfor Today's "Unprecedented" Crisis
CHAPTER 2 Passing the Wealth Baton 27
Building a Sustainable Investment and Savings Plan to Ensurea Solid Financial Future
CHAPTER 3 An Age-Old Solution to Insure Your Portfolio 85
Meeting All the Requirements of the Real World
CHAPTER 4 Finding the Right Policy to Meet Your Financial Goalsand Secure Your Peace of Mind 107
CHAPTER 5 The Importance of a Jurisdiction for Your InsuredPortfolio--Plus Our Top Recommendations 141
CHAPTER 6 Heading Out into the Unknown with Confidence 171
APPENDIX A Examples of How Private Placement Policies May BeUsed 185
APPENDIX B Further Resources and Reading 195
Notes 221
Glossary 225
About the Authors 233
Index 237

Über Autor(innen)

ERIKA NOLAN is Executive Director of The SovereignSociety--an offshore, asset protection and internationalfinance organization--as well as cofounder of N&CInternational Wealth Consultants, LLC. She is a highly respectedexpert in global investments, tax havens, and international assetprotection.
MARC-ANDRÉ SOLA is a Swiss attorney and cofounderand managing partner of NMG International Financial Services Ltd.,and a highly sought-after speaker on topics ranging from assetprotection to estate planning.
SHANNON CROUCH is Associate Publisher of The SovereignSociety and cofounder of N&C International Wealth Consultants,LLC.