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The Swiss Economy 2008

How to safely, easily, and as tax expeditiously as possible diversify and hedge versus the dollar’s fall

It's no secret–the U.S. economy is in crisis mode, threatening everything from personal savings to our overall successfulness as a nation. Panicking is not the answer. Having a clear game plan is. In this environment, investors will have to protect themselves from the immense financial uncertainties they face as a saver or an capitalist in the 21st Century. Investors need solid selective information when it comes to 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 global private placement policies as a way to protect sum totals and reduce taxes
•    Provides investors with the tips and tools necessitated to earnings overseas with insurance, including how to bypass the international limitations ofttimes employed to keep investors from seeking probabilities in other countries
For those seeking customized asset protection, a dollar hedge, international investment diversification, tax privileged growth and estate planning, there is not another single solution on the market today that may achieve all of these goals intended to be attained at once better than The Insured Portfolio.

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 cash 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 a lot of investors, Wall Street is all they've ever known.

With America's recent credit crunch and the near collapse of it is financial markets, investors are questioning where best to put their cash so that it may 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 likewise describing how to build a veritably diverse, recession-proof portfolio, plainly by taking vantage of the unbelievable investment opportunities—specifically, overseas insurance—that subsist around the world.

Packed with proven tools for building an investment portfolio designed to weather America's recent economic storm, the global 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 limitations often times used to keep investors from seekingopportunities in other countries

If you're seeking customized asset protection, a dollar hedge, diversification, tax privileged growth, and counsel on estate planning, there is no other financial guide that may achieve all of these goals intended to be attained 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 used their collective experience to lead the novice capitalist safely into the beneficial realm of asset preservation and asset shelter 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 necessary financial planning toolfor severe investors."
—Eric N. Roseman, President, ENR Asset Management, Inc.

"The Insured Portfolio provides the reader with an splendid comprehensible statement of crucial contemporary progressed solutions to the financial crisis confronting our society. The style of the writers is easy to read and easy to understand—a rarity in the financial services industry! I strongly commend the book to investors and financial pros 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 closely energizing to the point where laying out capital becomes a powerful, fun, and stimulating percentage of every day life."
—Van Simmons, David Hall Rare Coins

"Three successful practitioners with one primary message: how to protect and invest your wealth in today's world. A 'must read' for the astute capitalist in the twenty-first century."
—Dominique J. Spillmann, CEO and fellow member of the board, swisspartners Advisors Ltd.

"The Insured Portfolio—a timely and applicable resource for high-net-worth individuals, families, and their advisors assessing the gains of alien insurance productions in the context of modern asset shelter and tax planning. In a straightforward, easy-to-understand manner, the writers unmask the mystery affiliated with alien insurance while making the case for solid yet basic estate planning, deftly describing the key jurisdictions in which to do business and supplying historical perspective and real-world planning scenarios."
—Todd Douglas Hall, Partner, Teeple Hall, LLP

About the Author

ERIKA NOLAN is Executive Director of The Sovereign Society—an offshore, asset shelter and global finance organization—as well as cofounder of N&C International Wealth Consultants, LLC. She is a highly valued expert in global investments, tax havens, and international asset protection.

MARC-ANDRÉ SOLA is a Swiss attorney and cofounder and managing collaborator of NMG International Financial Services Ltd., and a highly sought-after speaker on topics ranging from asset shelter to estate planning.

SHANNON CROUCH is Associate Publisher of The Sovereign Society and cofounder of N&C International Wealth Consultants, LLC.

Most helpful client reviews

7 of 8 people found the following review helpful.
Don't buy unless your already rich!
By David C. Bush
This book presents a great deal of ideas on sustaining 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 with regards to global laying out capital through international fund investing, but it also recommends you spend $10,000 to get a legal sentiment before going forward.

So if Spending ten grand is a worth while investment to ad a layer of shelter to your investments, this book does present various options.

As for me, that kind of insurance would take years to make up..., even with above intermediate yields.

3 of 3 humans found the following review helpful.
Another Book Review by the Aleph Blog
By David Merkel
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 actually 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 may be done, at least at present.
The basi chapter describes the rise and decline of America. It is a bit harsh, but for one following demographic trends, it is accurate. So, why must you keep cash in America, if things are so bad? (Uh, stable politics, relative freedom...)

The second chapter introduces international investing, because diversifying internationally offers dandier possiblenesses for earnings and capital preservation, given the more outstanding 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 disseminate your cash after you die? How much control do you want until then?

The fourth chapter describes insurance policies that minimize taxation, while permitting for fixed asset diversification. The schemes are gorgeous basic, I have seen better.

The fifth chapter goes into tax havens. Where may you minimize taxes and other costs best? I found this to be finelooking boilerplate; if you remunerate 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 further and added substance.

This book would be utile to somebody who has prospered dramatically and has never considered wealth preservation. It gives a taste of all of the tools, but does not give sufficient to carry through 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 competent to spot phonies.

Quibbles

I dislike Agora because of the doom-and-gloom outlook that they possess, but this book does not portion in that flaw to any big degree. All of that said, all systems that use insurance productions are very expensive, and there is no proof that you may obtain above intermediate returns on the assets. The writers talk a good same, but they offer little proof of superior performance.

Who would gain from this book:

Only the very wealthy could gain from this book, and a great deal of of them have wealth advisers already, who may aid 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 humans found the following review helpful.
Enlightenment without guideance
By CO
The book is very interesting. It presents views and ideas on how to invest in other parts of the world not quintessentially available to U.S. markets. The conceptions are clear and easy to understand. It is an stimulating new way to achieve growth and hedge versus 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 with regards to seeking out these investments. I tried contacting the alien banks, but never received a response. So unless you already have European bank relationships, it's difficult to find a broker.

See all 4 client reviews...