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Geoff Thompson, Synergistic Life Bulletproof Wealth Strategy
- 1. SYNERGISTIC LIFE Combined With Fortress Fund
- 2. THE STRATEGY • Life Insurance Premium Accumulation Is Non-Taxable • Loans Against Accrued Premiums Including Returns Can Be Taken From The Policy In A Zero-Sum Strategy • Death Benefits Can Be Transferred To Heirs On A Non-Taxable Basis • The Fund Is Designed As A Profit Center • The Fund Creates Earnings Through The Assets That It Manages • The Life Insurance Carrier Operates To Create A Tax- Favorable Vehicle To Attract Assets To The Fund • This Model Is Referred To As An IDF AKA “Insurance Dedicated Fund”
- 3. SYNERGISTIC LIFE STRUCTURE Structural Overview Life Insurance Carrier License Off Shore Multi- Strategy Mirror Fund U.S. Based Multi- Strategy Hedge Fund Bermuda
- 4. THE LIFE INSURANCE COMPANY • The Company Is Formed In Bermuda • The Company Receives a 20 Year Tax Exemption On Corporate Profits • Bermuda Is The Largest Off-Shore Insurance Licensing Jurisdiction In The World • The Company Creates Insurance Treaties With Swiss RE And Munich RE To Off-Set The Mortality Risk And Issues Its Own Policies • These Policies Are Known As Private Placed Life Insurance And Private Placed Variable Annuities
- 5. LIFE INSURANCE COMPANY PRODUCT STRUCTURE Life Insurance Company Private Placed Life Insurance Private Placed Variable Annuity GAC AKA Group Annuity Contract Captive Insurance Policy Re-Insurance Wrap
- 6. THE FUND • The Fund Is Designed To Be a Multi-Strategy Hedge Fund To Re-Invest Insurance Company Premiums • The Fund Will Enter Into A Management Agreement With The Insurance Company To Control The Premiums A AUM (Assets Under Management) • The Fee Structure will Range From A Traditional 1% To 2/20% Which Is The Traditional Hedge Fund Structure Dependent Upon Fund Allocations • The Fund IS Mirrored Off-Shore In Bermuda To Attract The European And Asian Market Sectors That Will Not Invest In The U.S.
- 7. STRUCTURAL DYNAMICS Insurance Company Issues PPLI/PPVA • Clients Premiums Become Non- Taxable On Growth • Clients Can Access Growth Through Loans Non-Taxable • Re-Insurance Mitigates Risk Of Death Through Policy Wrap for .70 Basis Point Extracted Annually From Clients Net Of Fees Growth U.S. Based Multi- Strategy Fund • 5 Investment Buckets To Diversify The Investments and Qualify The Fund Under IRS Guidelines As Non-Taxable To The Client • Fund Management Receives 2/20% on Assets Under Management Through Contract With Insurance Carrier Bermuda Based Mirror Fund • U.S. Fund Structure Is Duplicated In Bermuda Through A “B” Class Securities Filing • The Fund Is Designed To Attract Foreign Investments That Like The Design Structure But Chose Not To Invest Within The U.S. Based Upon Unfavorable Tax Consequences
- 8. TWO SIDED FUND STRUCTURE The Fund Structure Private Equity FX Fixed Income MACRO Real Estate U.S. Based Fund Bermuda Based Mirror Fund