Tax Deductible Strategies
There are many different types of nonqualified plans, an endless number of plan design variations, and numerous informal funding strategies to hedge and offset the liabilities these plans can create.
Companies can select participant eligibility, determine compensation sources and impose vesting schedules. For key executives, the tax-deferred savings and earnings opportunities these plans offer make them one of the most effective ways to accumulate wealth.
There are many different types of nonqualified plans, an endless number of plan design variations, and numerous informal funding strategies to hedge and offset the liabilities these plans can create.
Companies can select participant eligibility, determine compensation sources and impose vesting schedules. For key executives, the tax-deferred savings and earnings opportunities these plans offer make them one of the most effective ways to accumulate wealth.
Financing Designs
BGWS specializes in customized and efficient financing designs with access to numerous credit facilities. This enables ultra-high net worth (30M+) clients to obtain a life insurance policy, for estate planning purposes, for a fraction of the initial premium.
BGWS specializes in customized and efficient financing designs with access to numerous credit facilities. This enables ultra-high net worth (30M+) clients to obtain a life insurance policy, for estate planning purposes, for a fraction of the initial premium.
Corporate Funding Solutions
Companies often use tax-advantaged Corporate Owned Life Insurance (COLI) policies as financing vehicles to set aside assets for future benefit obligations (e.g., deferred compensation plan, VEBA, and asset management strategies). COLI products are popular because of the tax advantages they provide to the corporation.
In addition to traditional registered and off the shelf COLI products, we offer customized products to qualified purchasers. These customized products can offer greater flexibility in investment managers and investment styles, low, explicit, and amortized expense charges, contractual guarantees, and more efficient liquidity strategies.
By emphasizing lower expenses and cash accumulation instead of death benefits, these customized products can be tailored to match a company’s cash flow needs. Many U.S. corporations currently use this type of funding vehicle.
Our experience provides our relationships with unique access to pricing and product enhancements. The result is a more efficient insurance asset with a better return on capital.
Companies often use tax-advantaged Corporate Owned Life Insurance (COLI) policies as financing vehicles to set aside assets for future benefit obligations (e.g., deferred compensation plan, VEBA, and asset management strategies). COLI products are popular because of the tax advantages they provide to the corporation.
In addition to traditional registered and off the shelf COLI products, we offer customized products to qualified purchasers. These customized products can offer greater flexibility in investment managers and investment styles, low, explicit, and amortized expense charges, contractual guarantees, and more efficient liquidity strategies.
By emphasizing lower expenses and cash accumulation instead of death benefits, these customized products can be tailored to match a company’s cash flow needs. Many U.S. corporations currently use this type of funding vehicle.
Our experience provides our relationships with unique access to pricing and product enhancements. The result is a more efficient insurance asset with a better return on capital.
International Clientele
Each country has specific tax laws regarding the structure of these solutions. By intimately understanding these laws, our international partners are able to address the needs and objectives of the Non - US citizens.
The structure of the solutions are custom-made to accomplish the primary objective of the client, which may include: protection of asset, enhanced cash accumulation / distribution, leverage of an asset (greater IRR), and estate protection for current / future generation.
Each country has specific tax laws regarding the structure of these solutions. By intimately understanding these laws, our international partners are able to address the needs and objectives of the Non - US citizens.
The structure of the solutions are custom-made to accomplish the primary objective of the client, which may include: protection of asset, enhanced cash accumulation / distribution, leverage of an asset (greater IRR), and estate protection for current / future generation.