NON-TAXABLE FLEXIBLE STRATEGIES FOR SUCCESSFUL CLIENTS

A Tax-Free No Collateral Strategy that can start with only a $30,000 premium.

An Annual Premium of $100,000-$200,000 over time can result in Supplemental or Retirement Income of 6-7 Figures. An Initial Premium Amount Can Be Designed so the Bank helps pay Subsequent Premiums not for 10 or 15 or even 30 years, but for the life of the policy.

THE BANK CAN ALSO LEVERAGE THE CASH VALUE OF THE POLICY INSTEAD OF FINANCING THE PREMIUM. DEPENDING ON CLIENTS CIRCUMSTANCES AND TOTAL NET WORTH THIS COULD BE A BETTER CHOICE IN THE HIGHER INTEREST INFLATIONARY ENVIRONMENT WE HAVE TODAY. LET CAYMAN CAPITAL SHOW YOU WHAT WE CAN DO FOR YOU WITH A FREE CONSULTATION.

Let us show you the math to see how this works to substantially increase the cash in your account!

Plan One No Collateral Premium Finance Cash Value Designs Can Be Customized for Individual Clients and Business Entities. Perfect for Professional Services, Doctors, Lawyers. Business Owners, Investors, Family Office Clients etc.

Premium or Cash Value Financing with the Plan One Policy can be Designed so there are Multiple Self-Supporting Independent Income Streams to the Employer. An Exceptional Tax-Deductible Employer Program for Revenue Enhancement. 

The Plan One Policy also has Additional Key Person Retention and Recruitment Benefits for the Employee.

PLAN ONE IS A PROPRIETARY WEALTH MANAGEMENT STRATEGY

  • After a Initial Premium Amount the Bank can help fund the insurance premiums for the life of the policy. This is a very significant advantage over Plan Two and Plan Three as more money is saved in the policy due to continued premium financing. Click on:  Are You Saving Enough?
  • Bank and Policy Costs can be eliminated or neutralized.
  • The appropriate amount of leverage at the right time.
  • Can get average sustainable returns overtime, with this historically dependable strategy of 8%-20% . *
  • You have complete control of the money you put into the policy.
  • Line of credit from the money in the policy.
  • The choice of flexible premiums also permits the use of your policy as a check book. Use the tax-free maximized income withdrawals for investments or as an extra tax-free paycheck.
  • Great for Investors and other People who may not have the same income each year.
  • Real Estate Investors have used this strategy to “park” Money at a Higher Rate than the Bank, with Quick and Complete Access to Investment Liquidity.
  • Delta neutral cost of protected leveraged vs opportunity cost of not using protected leverage that will cost a lesser rate than the policy crediting rate.
  • Enjoy a Point to Point strategy that allows withdrawals of non-taxable income profit.
  • No Inheritance Tax. No Income Limitations. No Penalties for Early Withdrawals. No Deferred Distribution Taxation. No Capital Gains Tax. Guaranteed not to lose principal. Choose to put the minimum amount into your Qualified Retirement Plans and plan your supplemental income or retirement income with maximized tax-free income distributions offered by the Plan One Strategy.
  • * Plan One is an Index Universal Life Insurance Policy which when appropriate for market and clients circumstances, can be used strategically with Whole Life Insurance. Plan One is an excellent choice for Estate Planning, Different Types of Trusts, Charitable Giving and Non-Profits.
  • The Bank can help fund the insurance premiums for the life of the policy, which can be very profitable for both Executive Bonus, or Buy Sell Agreements, that will provide substantial succession benefits necessary for a lucrative transfer of business ownership. 
  • Income is maximized using the banks money and the death benefit pays the bank back leaving a substantial legacy for the beneficiary.
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