If your net worth exceeds $3M, you may be wondering:

“Will my family face a cash crisis overnight if I’m no longer there to guide them?” 

“Are there better ways to handle inheritance tax other than just gifting?” 

“How do I ensure my business / property portfolios  / other assets remain intact, for the next generation?” 

“How can I be insured for the rest of my life and receive all my premiums back (with growth)?”

“Is there a way to grow wealth safely—without gambling my family’s future on market swings?” 

Join us for a brief & informative and thought-provoking session, with guest speakers, and discover:

How high-net-worth families:

✔ Access liquidity instantly—no fire sales or bank approvals.

✔ Shield assets from probate, taxes, and family disputes–without sacrificing control or having to sell prized holdings.

✔ Potentially grow cash value with market upside—and downside protection. 

Who This Is For:

Join us for a brief & informative and thought-provoking session, with guest speakers, and discover:

How high-net-worth families:

✔ Access liquidity instantly—no fire sales or bank approvals.

✔ Shield assets from probate, taxes, and family disputes–without sacrificing control or having to sell prized holdings.

✔ Potentially grow cash value with market upside—and downside protection. 

Who This Is For:Who This Is For:

High Net Worth Individuals

Business Owners

Clients with illiquid assets

Clients with multi-property portfolios

Accountants overseeing affairs in respect of the above

The Value of Attending  – Key Takeaways:

🔹A proven process that helps clients address their complex estate for hidden liquidity risks

🔹Universal Life Insurance strategies, that are tailor-made for high net worth individuals, business owners, and wealthy global families

🔹A checklist to determine if Universal Life Insurance aligns with your goals and aspirations

🔹A proposed action plan

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