Strategy 1: We help understand and analyze the properties of insurance for our RRG members ~ buyers’ group, where the needs for a cash accumulation style policy may differ from the general consumer. Our program starts with a Variable Life Insurance Trust, which gives you greater control over the source of your premium in a tax-advantaged Risk Retention program.
Strategy 2 : We have a shared commercial / financial institution, which works on our behalf, because as owner-insureds, the interest of the company is actually to help its clients first. The client is always right, because the client is the owner.
Strategy 3 : While your Life Policy Carrier is managing your mortality issues, we focus on your capital account, working with you to emphasize the value of your Life Insurance Trust. We pool risk in a capital account, and then expect better than average mutual fund or retail institutional returns. As a wholesale institution, that only markets to sophisticated real estate principals.
Strategy 4: We invest designate portions of individual capital accounts to hard money loans, working on a 4 points and 10% interest structure, giving 10 points to our risk pool holders. High yield in non-recognized insurance trusts is part of the concierge strategy.
Strategy 5: Leveraging innovative finance, we give our Life Insurance partners the opportunity to elect into ownership of debt, equity or hybrid securities, and we are early adaptors for the use of these underlying assets as collateral for traditional and “digital” funding through the block chain.