Shoreview - Life Insurance and Annuity Services

03/02/2024

U.S. GOVERNMENT LIED TO US ABOUT COVID, UKRAINE, GAZA.
DO YOU TRUST IT WITH YOUR WEALTH?
Zero Taxes + Offshore Asset Protection + Portfolio Diversification
PRIVATE PLACEMENT LIFE INSURANCE, PPLI
Click to access free info (your email not required)
An "insurance wrapper" around a diverse investment portfolio that grows free of income and capital gains taxes. All legal and U.S. tax-law compliant. Works best in a dynasty trust to build tax-free family wealth and provide offshore asset protection.

Private Placement Life Insurance (PPLI) enables tax-free growth of an investment portfolio. When owned by an irrevocable life insurance trust (ILIT), you and your family will never have to pay taxes ever again.

03/01/2024

WORRIED ABOUT THE US GOV’T CONFISCATING/ERODING YOUR WEALTH?
Zero Taxes + Offshore Asset Protection + Portfolio Diversification
PRIVATE PLACEMENT LIFE INSURANCE, PPLI
Click to access free info (your email not required)
An "insurance wrapper" around a diverse investment portfolio that grows free of income and capital gains taxes. All legal and tax-law compliant. Works best in a dynasty trust to build tax-free family wealth and provide offshore asset protection.

Private Placement Life Insurance (PPLI) enables tax-free growth of an investment portfolio. When owned by an irrevocable life insurance trust (ILIT), you and your family will never have to pay taxes ever again.

02/29/2024

DYNASTY TRUST – Not just for the Rich!
Asset Protection, Family Legacy, Tax-Free Wealth Building
Click to get free info (your email not required)

Build financial security and a continuing legacy for your family by starting and funding a dynasty trust. It's not just for the rich.

02/22/2024

ESCAPE THE MADNESS!
Zero Taxes + Offshore Asset Protection + Portfolio Diversification
PRIVATE PLACEMENT LIFE INSURANCE, PPLI
Click to access free info (your email not required)
An "insurance wrapper" around a diverse investment portfolio that grows free of income and capital gains taxes. Works best in a dynasty trust to build tax-free family wealth and provide offshore asset protection.

Private Placement Life Insurance (PPLI) enables tax-free growth of an investment portfolio. When owned by an irrevocable life insurance trust (ILIT), you and your family will never have to pay taxes ever again.

02/21/2024

3 big financial risks = Taxes Up, Markets Down, Inflation
Solution: TAX-FREE "INCOME" & LOW-RISK, INFLATION-ADJUSTED GROWTH
plus other benefits, using IRC §§ 101 & 7702
For free info in pdf file, click https://bit.ly/43RsnWe

02/19/2024

Possibly the best, simplest, single most flexible estate planning and family legacy tool!
REVOCABLE LIVING DYNASTY TRUST (RLDT)
Click for free info in a pdf file
http://tinyurl.com/RvLvDynT4

02/18/2024

Banks’ Suggested Debt to Income Ratio
1. Banks' Suggested Debt-to-Income Ratio: According to the Consumer Financial Protection Bureau (CFPB), a commonly used benchmark for a healthy debt-to-income ratio is 43%. This ratio helps determine an individual's ability to manage their debts in relation to their income.
2. America's Debt-to-Income Ratio: The U.S. debt-to-income ratio is hovering around 130%.
Kai-Zen: a powerful life insurance plan that not only offers protection but also has tax advantages. 💪 Safeguard your family’s future with the added benefits of Kai-Zen and the tax advantages through life insurance.
Make uncertainty a thing of the past and embrace a future where your hard-earned money works for you!
Find out more at https://tinyurl.com/kaizen-n
Source:
www.federalreserve.gov/releases/z1/dataviz/househ…
www.firstrepublic.com/insights-education/average-….

12/20/2023

If you're concerned about saving enough for your retirement, the Kai-Zen strategy is a smarter way to fund the retirement of your dreams. Kai-Zen utilizes financing as a way to supplement the funding you have available, allowing you to buy more of the benefits you need. Allow yourself more financial comfort than traditional life insurance alone.
Visit https://tinyurl.com/kaizen-n to estimate your benefits today!

12/20/2023

https://keep-wealth.com/dynasty-trust-ne/

Build financial security and a continuing legacy for your family by starting and funding a dynasty trust. It's not just for the rich.

12/17/2023

Zero Taxes + Offshore Asset Protection + Portfolio Diversification
PRIVATE PLACEMENT LIFE INSURANCE, PPLI
Click to access free info (your email not required)
An "insurance wrapper" around a diverse investment portfolio that grows free of income and capital gains taxes. Works best in a dynasty trust to build tax-free family wealth and provide offshore asset protection.

Private Placement Life Insurance (PPLI) enables tax-free growth of an investment portfolio. When owned by an irrevocable life insurance trust (ILIT), you and your family will never have to pay taxes ever again.

12/13/2023

If you haven't started planning for retirement yet, don't worry! Start taking steps towards securing your financial future today with Kai-Zen! Learn more and estimate your benefits at https://tinyurl.com/kaizen-n