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Benefits

The GIS GOAL Program relies on the expertise of the Global Investments Strategies team of financial professionals working one-on-one with you and your tax attorney or accountant.

Through a customized combination of life insurance and high-grade bond revenue, your estate can save millions or tens of millions of dollars on inheritance taxes.

BENEFIT OF Peace of mind for clients and their loved ones.

Through the GIS GOAL program, the proceeds from your customized life insurance policy can meet your goals:

Mitigate estate taxes

State and federal estate taxes can be as high as 50%. Through GIS GOAL, those taxes are covered at minimum out-of-pocket expense to you.

Provide a legacy to the next generation

By retaining the full value of your estate, without the tax obligations, you can transfer your wealth and assets directly to your heirs.

Fund buy-sell business agreements

Future financial arrangements, set in motion by the demise of one partner, can be paid without diminishing your estate and without the complexities of exit strategies and the need to cash out quickly.

Donate to charitable causes

With GIS GOAL protecting your wealth, you can sustain your family foundation or commit significant gifts to the causes that you believe in.

Resolve secured debts

Pay off mortgages, investments, and other commitments.

Cover the unexpected

Have the peace of mind of knowing that unanticipated financial needs can be met after your death.

Estate $2M to 10M

Investments, property, IRA

Estate $10M to 19m

Investments, property, IRA

Estate of $20M

Investments, property, IRA

We believe in

Making a Difference

We proactively manage your portfolio,
to maximise its value and protect your significant assets. It’s the care, attention and expertise that you and your holdings deserve.
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TAX MITIGATION + EMPLOYEE BENEFITS

“Global Investment Strategies recently worked with the estate of one of the largest distressed real estate buyers in the nation. After analyzing the family’s substantial estate, we developed a multifaceted plan for them using a number of different financial instruments. We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple “Safe Harbor” Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b). This designed concept also provided additional benefits for our client’s key employees. Within 6 months our team orchestrated the entire solution using life insurance leverage to generate living benefits and providing peace of mind for the company and its heirs. While this estate’s evaluation was significant, any estate using GIS’s strategies will benefit from the same type of protection no matter what its size.””

DEFINED BENEFIT

“GIS handled the estate of a developer/owner who manages over 30,000 apartment units throughout the U.S. After analyzing the concerns of the estate and working closely with his third party administrator, the GIS solution was to fund a high cash value advanced life insurance policy using money already in place. We provided the client with an insurance plan that not only paid dividends but also secured the funding for the defined benefit program. Additionally, it added coverage for the estate and addressed long term care concerns.”

FINANCED DEFINED BENEFITS

“A female entrepreneur hired GIS to put together her estate so that it would include coverage for long term care as well as chronic, critical and terminal illness. We created an estate for her that best suited her needs plus provided substantial permanent life insurance through a non-recourse source which funds 50% of the costs, being fully-vested in the program within a short 5-years. We have also supplemented her retirement plan with annuities that start with solid returns on day 1.”

ADVANCED PREMIUM FINANCING

“An entrepreneur with substantial net worth was looking for old fashion life insurance coverage for personal and buy/sell reasons. Due to his substantial cash position, GIS was able to secure a $20 million life insurance policy for our client by setting up a program that has the bank pay premiums using a bond wrapped around the client. We were able to offer this approach as we are licensed to orchestrate both platinum bond financing and traditional life insurance premium financing”