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The Insured Portfolio: Your Gateway to Stress-Free Global Investments by Shannon Crouch, Marc-André Sola, Erika Nolan

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Chapter 4. FINDING THE RIGHT POLICY TO MEET YOUR FINANCIAL GOALS AND SECURE YOUR PEACE OF MIND

As we've discussed in previous chapters, we are all facing new and potentially more damaging threats to our wealth. It's hard to know what the biggest risk will be. For some of you, it may be the threat of a lawsuit from a patron or tenant who has a slip-and-fall accident on your property. For others, it might be watching your retirement portfolio lose value due to inflation and declining purchasing power of the U.S. dollar.

We've touched on a few ways you can diversify and protect your investment accounts: using an offshore bank account, a trust, and, in some cases, an offshore LLC. Each of these tools offers a host of benefits, but none of those offer you a complete solution the way an annuity can.

Now we delve into the nuts and bolts of the different types of offshore policies available today so that you can see how these policies can help you create an insured portfolio, giving you and your money easy and direct access to the global markets.

This chapter contains some powerful information—the kind of information that people pay thousands of dollars for in the private offices of law firms and prestigious family offices. We are sharing it on these pages in a basic and easy-to-understand format so that more and more hardworking people just like you can learn how to put these types of solution to work for you. Now, the details we are going to share may not be riveting bestseller material, ...

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