Overview of the benefits and features of our strategies.

BOTH WORLDS
BEST OF
INVESTOR
IAN
Enjoys some degree of
asset protection
Limited tax-free
investment options
Seeks a tax-free
environment
COMMUNITY GROUP
REPRESENTATIVE
RITA
Tries to maintain
financial health of
employee benefit plans
Deals with
increasing costs
Struggles to avoid
unfunded benefits
for employees
HOW CAN WE HELP
IAN & RITA?
A socially inspired and innovative strategy
THE INVESTOR SOLUTION
INCREDIBLE NEW TWIST ON A
TIME-TESTED CONCEPT
Traditional private placement variable universal
life insurance advantages include…
Tax-deferred
accumulation of
investment earnings
Tax-free mortality
payments
Ability to make tax-free
withdrawals & loans in
certain circumstances
B U T T R A D I T I O N A L P R I V A T E P L A C E M E N T V U L
HAS SIGNIFICANT DISADVANTAGES…
Measured life may only be that
of insured or family members
Total policy proceeds
distributed when insured dies
Rigorous medical
underwriting required
Limited investment
choices
Limited premium
contributions & policy size
Our socially inspired and infused strategies open up the doors to a
WHOLE NEW WORLD
INVESTOR / POLICY OWNER
FUSED WITH
COMMUNITY GROUP
Tax-free mortality
payments for the group
No mortality
risk for the investor
Tax-free growth & distributions
for the investor
T H E I N V E S T O R + I N F I N I T Y S T R A T E G I E S W O R L D :
Unprecedented
Benefits
Financial
Mechanics
Performance
Advantage
Investment
Freedom
Cash
Accessibility
Enhanced
Value
UNPRECEDENTED
BENEFITS
SOCIALLY INFUSED TO PROVIDE
TREMENDOUS BENEFITS FOR BOTH
INVESTORS & COMMUNITY GROUPS
GROUP =
Net Amount at Risk beneficiary
INVESTOR =
Cash Value beneficiary
FINANCIAL
MECHANICS
STEP 1: Investor funds life insurance
policy
STEP 2: Investor chooses how policy’s cash
value is invested
STEP 3: Policy’s investment income pays all
annual costs
STEP 4: Investor receives tax benefits, asset protection and
other benefits of the policy
PERFORMANCE
ADVANTAGE
Our tax-free strategies
outperform taxable
alternatives by
2.7x and greater
Every $10 million invested
earning an 8% annual return
over 45 years…would grow
tax-free to $190 million…
19x growth
Same investments in a
taxable account would
be worth $70 million…
only 7x growth
A TAXABLE INVESTMENT ACCOUNT WOULD
HAVE TO EARN A
13% ANNUAL RETURN
TO EQUAL AN
8% ANNUAL RETURN
INVESTMENT
FREEDOM
CASH
ACCESSIBILITY
ENHANCED
VALUE
Zero Cost Funding of Benefits
THE COMMUNITY GROUP SOLUTION
T H E C O M M U N I T Y G R O U P + I N F I N I T Y S T R A T E G I E S W O R L D :
Stakeholders TransactionAdvantages
ADVANTAGES
Provides cash flows to the
group from no cost death
benefits to fund benefits for its
members/pension plan
participants
Creates supplemental assets
for pension plans which reduce
costs and unfunded liabilities
by monetizing the lives of
participants
STAKEHOLDERS
INSURANCE
COMPANY
INVESTOR /
FUNDING
ENTITY
COMMUNITY
GROUP /
PENSION
PLAN
• Provides the insureds
• Receives cash flows
• Provides capital to fund the program
• Receives a return of Segregated Account value
• Pays death benefits
• Receives premium payments
POLICY STRUCTURE
INVESTOR / POLICY OWNER
Cash Value ownership
Segregated Account beneficiary
COMMUNITY GROUP
Life insurance mortality coverage
Net Amount at Risk beneficiary
Protected with
maximum asset protection
Freed from
investment limitations
W I T H INFINITY STRATEGIES’
SOLUTIONS, I N V E S T O R I A N I S
Thriving in a
tax-free environment
Increasing assets to provide
benefits to employees
Enjoying the
no cost solution
Reducing costs and
unfunded liabilities
WITH INFINITY STRATEGIES’ SOLUTIONS,
COMMUNITY GROUP REPRESENTATIVE RITA IS…
G E T T H E B E S T O F B O T H W O R L D S F O R I A N & R I T A
Schedule a meeting with us now
For more information please visit our FAQ page on our website.
For more in-depth advisor documentation, please login to our website and visit our library page.
Phone:
888.829.2521
Email:
info@infinitystrategies.com
BOTH WORLDS
BEST OF