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The Insured Portfolio: Your Gateway to Stress-Free Global Investments



The Insured Portfolio: Your Gateway to Stress-Free Global Investments

Erika Nolan, Marc-Andre Sola, Shannon Crouch

ISBN: 978-0-470-87568-1 July 2010 256 Pages


How to safely, easily, and as tax efficiently as possible diversify 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 overall prosperity as a nation. Panicking is not the answer. Having a clear game plan is. In this environment, investors must protect themselves from the immense financial uncertainties they face as a saver or an investor in the 21st Century. Investors need solid information about ways to recession-proof their retirement and investment portfolios.

The Insured Portfolio offers that guidance revealing the major financial threats the 21st Century Saver and Investor faces and showing them how to build a strong portfolio and protect their assets. Written in smart, engaging prose, the book:

  • Details ways to invest overseas, and specifically–how to use international private placement policies as a way to protect assets and reduce taxes
  • Provides investors with the tips and tools needed to profit overseas with insurance, including how to bypass the international restrictions often used to keep investors from seeking opportunities in other countries

For those seeking customized asset protection, a dollar hedge, global investment diversification, tax privileged growth and estate planning, there is not another single solution on the market today that can achieve all of these objectives at once better than The Insured Portfolio.

Acknowledgments ix

INTRODUCTION A New Generation of Savers and Investors Have Brought 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 Precedent for Today’s "Unprecedented" Crisis

CHAPTER 2 Passing the Wealth Baton 27

Building a Sustainable Investment and Savings Plan to Ensure a 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 Goals and Secure Your Peace of Mind 107

CHAPTER 5 The Importance of a Jurisdiction for Your Insured Portfolio—Plus Our Top Recommendations 141

CHAPTER 6 Heading Out into the Unknown with Confidence 171

APPENDIX A Examples of How Private Placement Policies May Be Used 185

APPENDIX B Further Resources and Reading 195

Notes 221

Glossary 225

About the Authors 233

Index 237