Wealth Planning Through Your Professional Advisors
Your Investments-exposed to tax and litigation
Your Investments with Iron Dome Insurance Protection
Iron Dome Insurance with Strategic Planning

The inherent benefits in deploying Iron Dome Insurance constructs can add value to a variety of advanced planning solutions. Typical candidates for planning include wealth holders who are successful business builders or those considering the future sale of a business, real estate operators, limited partnerships with appreciated assets, highly compensated athletes and entertainers, owners of intellectual property, and those planning to pass assets to their heirs.

Strategies include:

  • the advanced usage and design of non-MEC, MEC and Frozen Cash Value life insurance policies offered by offshore private placement life insurance companies
  • the advanced usage and design of Non-MEC and MEC private placement flexible premium variable universal life insurance policies offered by domestic private placement life insurance providers

Each client’s PPLI solution is unique. All planning is completed by working with the client’s wealth advisors and counsel.

Specific areas in which the use of Iron Dome Insurance constructs may assist wealth holders and their professional advisors when integrated with other planning include:

  • Succession planning
  • The efficient management of investments
  • The sale of a business
  • Stock options, warrants, etc.
  • Basis planning
  • Pre-immigration planning

Click here to download a recently published article describing Iron Dome Insurance in action.

We Invite you to contact us and learn more