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.
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Book Description
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Editorial Reviews
From the Inside Flap
The United States economy is in crisis mode, threatening everything from personal savings to the nation's overall prosperity. If you have money either to invest or protect, today, more than ever, you need a clear game plan that includes investment options, outside of Wall Street and other than stocks and bonds.
But for many investors, Wall Street is all they've ever known.
With America's recent credit crunch and the near collapse of its financial markets, investors are questioning where best to put their money so that it can safely grow. The Insured Portfolio: Your Gateway to Stress-Free Global Investments offers timely, expert guidance, detailing the major financial threats faced by today's investors, while also describing how to build a truly diverse, recession-proof portfolio, simply by taking advantage of the incredible investment opportunities—specifically, overseas insurance—that exist around the world.
Packed with proven tools for building an investment portfolio designed to weather America's recent economic storm, the international financial experts behind The Insured Portfolio reveal:
- Types of global investments
- International private placement policies and how to use them
- How to bypass the international restrictions often used to keep investors from seekingopportunities in other countries
If you're seeking customized asset protection, a dollar hedge, diversification, tax privileged growth, and advice on estate planning, there is no other financial guide that can achieve all of these objectives at once better than The Insured Portfolio.
From the Back Cover
PRAISE FOR THE INSURED PORTFOLIO
"Finally, a commonsense, basic guide to offshore annuities and life insurance in plain English. Authors Nolan, Sola, and Crouch have applied their collective experience to lead the novice investor safely into the advantageous realm of asset preservation and asset protection through international life insurance and annuities. An informative and profitable handiwork."
—Alexander A. Bove Jr., Esq.
"Probably one of the most powerful books of our time dealing with insurance-based solutions in an age of violent capital markets. An essential financial planning toolfor serious investors."
—Eric N. Roseman, President, ENR Asset Management, Inc.
"The Insured Portfolio provides the reader with an excellent explanation of important contemporary innovative solutions to the financial crisis confronting our society. The style of the authors is easy to read and easy to understand—a rarity in the financial services industry! I strongly recommend the book to investors and financial professionals alike!"
—Michael G. Chatzky, attorney-at-law, Chatzky & Associates
"I believe The Insured Portfolio offers us a model of clarity in this current world of investing. It helps make investment philosophies pain-free, understandable, and yet almost energizing to the point where investing becomes a powerful, fun, and exciting part of everyday life."
—Van Simmons, David Hall Rare Coins
"Three successful practitioners with one important message: how to protect and invest your wealth in today's world. A 'must read' for the astute investor in the twenty-first century."
—Dominique J. Spillmann, CEO and member of the board, swisspartners Advisors Ltd.
"The Insured Portfolio—a timely and relevant resource for high-net-worth individuals, families, and their advisors evaluating the benefits of foreign insurance products in the context of modern asset protection and tax planning. In a straightforward, easy-to-understand manner, the authors unmask the mystery associated with foreign insurance while making the case for solid yet basic estate planning, deftly describing the key jurisdictions in which to do business and providing historical perspective and real-world planning scenarios."
—Todd Douglas Hall, Partner, Teeple Hall, LLP
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Most Helpful Customer Reviews
7 of 8 people found the following review helpful:
3.0 out of 5 stars
Don't buy unless your already rich!,
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Amazon Verified Purchase(What's this?)
This review is from: The Insured Portfolio: Your Gateway to Stress-Free Global Investments (Agora Series) (Hardcover)
This book presents some ideas on preserving your wealth by moving it off shore (It's all legal).It's main focus is wealth preservation and not wealth creation. Sure it talks about global investing through international fund investing, but it also recommends you spend $10,000 to get a legal opinion before going forward. So if Spending ten grand is a worth while investment to ad a layer of protection to your investments, this book does present several options. As for me, that kind of insurance would take years to make up..., even with above average yields.
3 of 3 people found the following review helpful:
4.0 out of 5 stars
Another Book Review by the Aleph Blog,
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This review is from: The Insured Portfolio: Your Gateway to Stress-Free Global Investments (Agora Series) (Hardcover)
Do you have a lotta money? Lotsa, lotsa money? And is it liquid? More than $5 million? If so, I have a book that could help you, The Insured Portfolio: Your Gateway to Stress-Free Global Investments (Agora Series).There are risks that the rich want to avoid, or at least minimize: Losses from lawsuits Estate taxes Income taxes Lack of flight capital, if things go really bad Inflation, or loss of purchasing power Fear of US degeneration: Do you want leave the US, renounce your citizenship, and minimize/eliminate your tax liability in the process? It can be done, at least at present. The first chapter describes the rise and decline of America. It is a bit harsh, but for one following demographic trends, it is accurate. So, why should you keep money in America, if things are so bad? (Uh, stable politics, relative freedom...) The second chapter introduces international investing, because diversifying internationally offers greater possibilities for profit and capital preservation, given the greater tendency of the US to inflate the currency. To the authors, it is a panacea, and I find it somewhat unrealistic. The third chapter goes into wills and trusts. How do you want to distribute your money after you die? How much control do you want until then? The fourth chapter describes insurance policies that minimize taxation, while allowing for limited asset diversification. The strategies are pretty basic, I have seen better. The fifth chapter goes into tax havens. Where can you minimize taxes and other costs best? I found this to be pretty boilerplate; if you pay attention, the tax havens are well-known, with their relative liabilities. The final chapter tries to tie it all together, but it is all generalities, with little additional substance. This book would be useful to someone who has prospered dramatically and has never considered wealth preservation. It gives a taste of all of the tools, but does not give enough to execute the tools on their own. You will have to hire bright experts to protect your wealth, but at least you will know what they are doing, and will be able to spot phonies. Quibbles I dislike Agora because of the doom-and-gloom outlook that they possess, but this book does not share in that flaw to any large degree. All of that said, all strategies that use insurance products are very expensive, and there is no proof that you can obtain above average returns on the assets. The authors talk a good same, but they offer little proof of superior performance. Who would benefit from this book: Only the very wealthy could benefit from this book, and many of them have wealth advisers already, who can help them with tax avoidance and estate protection. But this gives a good introduction to the topic so that a person could be wiser in hiring an adviser. He would know what the issues are.
4 of 6 people found the following review helpful:
3.0 out of 5 stars
Enlightenment without guideance,
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Amazon Verified Purchase(What's this?)
This review is from: The Insured Portfolio: Your Gateway to Stress-Free Global Investments (Agora Series) (Hardcover)
The book is very interesting. It presents views and ideas on how to invest in other parts of the world not typically available to U.S. markets. The concepts are clear and easy to understand. It is an exciting new way to achieve growth and hedge against a deflating U.S. dollar and inflationary country. The shortfall to the book however, is that it doesn't provide any guidance on who to contact about seeking out these investments. I tried contacting the foreign banks, but never received a response. So unless you already have European bank relationships, it's difficult to find a broker.
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
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