The Insured Portfolio: Your Gateway to Stress-Free Global Investments -- CONTENTS -- ACKNOWLEDGMENTS -- Introduction: A NEW GENERATION OF SAVERS AND INVESTORS HAVE BROUGHT CERTAINTY TO THEIR FINANCIAL FUTURE-AND SO CAN YOU! -- FIGHT OR FLIGHT-THE COURAGE TO SEE BEYOND -- CHAPTER 1: WELCOME TO THE TWENTY-FIRST CENTURY -- HISTORY MAY NOT REPEAT . . . -- WHY THE EVENTS OF 1873 REALLY MATTER -- AMERICA'S AGE AS A SUPERPOWER -- THE GENERATIONAL WEALTH PHENOMENON -- THE FIRST GENERATION: PRIOR TO THE 1920s-LIVING THE AMERICAN DREAM -- THE SECOND GENERATION: 1920s-1970s-KILLING THE GOLDEN GOOSE -- THIRD GENERATION: 1970s-TODAY-PAYING THE PIPER IS OFTEN HARD -- NEARING THE BOILING POINT -- WITH CRISIS COMES OPPORTUNITY -- FINDING THE NEW LAND OF OPPORTUNITY AND SAFETY -- CHAPTER 2: PASSING THE WEALTH BATON -- STEP 1: FOR WORLD-CLASS INVESTMENT RETURNS, YOU NEED WORLD-CLASS INVESTMENTS-THE IMPORTANCE OF GLOBAL MARKETS IN THE TWENTY-FIRST CENTURY -- STEP 2: PROTECT YOURSELF FROM THE ERODING U.S. DOLLAR -- STEP 3: LOWER YOUR WEALTH PROFILE AND PROTECT WHAT YOU HAVE -- STEP 4: CREATE A PLAN TO PROVIDE FOR YOUR LOVED ONES -- CHAPTER 3: AN AGE-OLD SOLUTION TO INSURE YOUR PORTFOLIO -- MEET THE HUMBLE ANNUITY-THE MOST WELL-KNOWN PRIVATE PLACEMENT POLICY -- THE EVOLUTION OF ANNUITIES IN THE UNITED STATES -- THE BIRTH OF THE VARIABLE ANNUITY -- DOMESTIC ANNUITIES EXPLODE ONTO THE AMERICAN MARKET -- THE MECHANICS OF PRIVATE PLACEMENT POLICIES -- SAVVY AMERICANS DEVELOP A LOVE FOR FOREIGN ANNUITIES -- WHY FOREIGN PRIVATE PLACEMENT POLICIES ARE THE BEST SOLUTION -- THE KEY TO A GOLD MINE OF INVESTMENT AND CURRENCY DIVERSIFICATION -- ONE OF YOUR LAST OPPORTUNITIES FOR TAX-DEFERRED GROWTH -- 100 PERCENT FLEXIBLE . . . 100 PERCENT OF THE TIME -- UNMATCHED INVESTOR PROTECTION -- UNDER LOCK AND KEY -- NO SECRECY BUT SUPERIOR PRIVACY -- PEACE OF MIND FOR GENERATIONS.

TRANSPARENCY OF FEES AND EXPENSES -- FROM MEAGER BEGINNINGS, THE MODERN INSURANCE POLICY THRIVES -- CHAPTER 4: FINDING THE RIGHT POLICY TO MEET YOUR FINANCIAL GOALS AND SECURE YOUR PEACE OF MIND -- THE TOP THREE SOLUTIONS FOR TWENTY-FIRST-CENTURY INVESTORS -- POLICY 1: THE DEFERRED VARIABLE ANNUITY -- POLICY 2: THE VARIABLE UNIVERSAL LIFE POLICY -- POLICY 3: THE FROZEN CASH VALUE POLICY -- INSURANCE POLICIES-THE GATEWAY TO STRESS-FREE GLOBAL INVESTMENTS -- CHAPTER 5: THE IMPORTANCE OF A JURISDICTION FOR YOUR INSURED PORTFOLIO-PLUS OUR TOP RECOMMENDATIONS -- LEVEL I JURISDICTIONS: THE MOST STABLE AND MOST PROVEN -- LEVEL II JURISDICTIONS: NOT AS STRONG, EQUALLY STABLE-SECONDARY CANDIDATES -- LEVEL III JURISDICTIONS: UP-AND-COMING HAVENS AND THOSE WITH FLAWS -- THE SECOND PART OF THE EQUATION: SELECTING THE RIGHT COMPANY -- CHAPTER 6: HEADING OUT INTO THE UNKNOWN WITH CONFIDENCE -- AN UNCOMMON SOLUTION ON THE ROAD LESS TRAVELED -- OUR TOP THREE PICKS -- EXCHANGING YOUR CURRENT U.S. INSURANCE POLICY FOR ONE OFFSHORE -- POLICIES MAY BE COMBINED WITH OTHER TYPES OF STRUCTURES FOR BETTER ESTATE PLANNING AND MORE CUSTOM SOLUTIONS -- YOUR ROAD MAP ON WHERE TO GO FROM HERE -- ONE FINAL BIT OF ADVICE . . . -- APPENDIX A: EXAMPLES OF HOW PRIVATE PLACEMENT POLICIES MAY BE USED -- CASE STUDY 1: RUSSELL-YEARS IN THE ICECREAM BUSINESS PAYS OFF -- CASE STUDY 2: MICHAEL AND SHEILA-THE YOUNG MILLIONAIRES -- CASE STUDY 3: JOHN AND MARTHA-THE SAILING COUPLE -- CASE STUDY 4: AARON AND HIS EX-WIFE -- APPENDIX B: FURTHER RESOURCES AND READING -- B-1: SECTION 7. PASSIVE FOREIGN INVESTMENTCOMPANIES -- B-2: IRS SECTION 957-CONTROLLED FOREIGN CORPORATIONS -- B-3: EVER B ANK CONTACT INFORMATION -- B-4: DEPARTMENT OF THE TREASURY-INTERNAL REVENUE SERVICE SECTION 8754 -- B-5: LIECHTENSTEIN SUPERVISION LAWS -- B-6: IRS FORM 720 -- B-7: FOREIGN INSURANCE EXCISE TAX.

B-8: TDF 90-22.1 FORM -- B-9: 26 U.S.C. 7702-US CODE SECTION 7702: LIFE INSURANCE CONTRACT DEFINED -- B-10: SEVEN-P AY TEST VUL-N ON-MEC -- B-11: PREMIUM GUIDELINES -- B-12: LIECHTENSTEIN INSURANCE CONTRACT ACT -- B-13: US LIECHTENSTEIN TIEA -- NOTES -- GLOSSARY -- ABOUT THE AUTHORS -- INDEX.