Wealth accumulation
Strategies to help grow and protect your wealth.
INVESTMENT PORTFOLIOS
Custom-built portfolios tailored to meet your needs.
Everybody’s situation is different. We take the time to understand your needs and wants and handcraft a portfolio that reflects your unique situation. You’ll be able to track it in real time and have 24/7 access to the team.
Tactical
Quickly move to 100% cash, if necessary
Tailored
Handcrafted to meet your unique needs
Transparent
Track investments and trades in real time
All portfolios are tactically managed.
The tactical management of Premier 360 portfolio are far more flexible than the typical passive approach. You’ll receive a personalized portfolio specifically designed to meet your needs.
Charles Schwab
Premier 360 also has access to thousands of investment products offered through Charles Schwab; a leading investment services firm with more total assets with than any publicly traded investment services firm in the U.S. and a leader in asset management and retirement planning.
TD Ameritrade
Premier 360 also has access to thousands of investment products through TD Ameritrade; an investment and trading services company for 11 million client accounts that more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors.
CASH VALUE LIFE INSURANCE
Reduce tax liability by utilizing cash value life insurance.
People typically look at financial products by comparing their accumulation potential against the fees and charges inside the account. Very little focus is ever on the amount of taxes that financial vehicle will incur over its lifetime.
When it comes to wealth accumulation, taxes will be one of the main factors to take into account.
If you make more that $79,655 of combined income, you are already considered to be in the Top 25% of income wage earners in America. You account for 86% of the tax revenue generated for the government.
Wit this information in mind, it’s important to diversify your portfolio and consider financial products that over tax-advantaged benefits.
Cash value life insurance offers the three tax benefits that other products do not; helping you reduce your tax liability.
A cash value life insurance policy offers a combination of three tax benefits in one policy:
Tax-deferred growth
You don’t have to pay taxes on your policy’s accumulation. That leaves more cash value in your policy, giving you the potential to build wealth faster.
Tax-free distribution
As long as the policy remains in force, the cash value in your policy can be accessed income-tax-free- through loans and withdrawals.
Tax-free wealth transfer
Your beneficiaries get an income-tax-free death benefit to meet financial obligations and help ensure their future security.
Grow you surplus assets today.
Learn how Premier 360 can help complement your secured income and estate plan by growing your surplus assets with optimal risk.