Page 5 - Leverage Magazine Issue July 2021
P. 5

UA








                                                                      H   Y   P   O   T   H   E   T  I  C   A   L

                                                                      C    A     S   E        S   T    U    D     Y







                                                                      A     N  E  W     Y  O  R  K     M  E  T  R  O     A  R  E  A
                                                                      C  O  N  S  T  R  U  C  T  I  O  N     C  O  M  P  A  N  Y
                                                                      P  L  A  N  S     F  O  R     T  H  E  I  R     F  U  T  U  R  E







                                                 CLICK HERE
          THE SOLUTIONS                       to read on website.


              p  d  a  t  e  d     b  u  y  -  s  e  l  l     a  g  r  e  e  m  e  n  t
            S  t  r  u  c  t  u  r  e  d     G  o  l  d  e  n  -  H  a  n  d  c  u  f  f  s     a  n  d     i  n  f  o  r  m  a  l  l  y     f  u  n  d  e  d
            t  h  e     a  g  r  e  e  m  e  n  t
            P  a  r  t     o  f     t  h  e     b  u  y  -  o  u  t     a  n  d     d  e  f  e  r  r  e  d     c  o  m  p  e  n  s  a  t  i  o  n     w  e  r  e
            c  o  v  e  r  e  d     b  y     C  o  r  p  o  r  a  t  e     O  w  n  e  d     L  i  f  e     I  n  s  u  r  a  n  c  e     w  i  t  h     C  a  s  h  -
            V  a  l  u  e     c  o  u  n  t  i  n  g     t  o  w  a  r  d  s     s  u  r  e  t  y     b  o  n  d     c  a  p  i  t  a  l
            r  e  q  u  i  r  e  m  e  n  t  s
            K  e  y  -  P  e  r  s  o  n     I  n  s  u  r  a  n  c  e     p  o  l  i  c  y     p  u  t     i  n     p  l  a  c  e
            E  s  t  a  b  l  i  s  h  e  d     C  a  s  h  -  B  a  l  a  n  c  e     p  l  a  n     t  o     b  o  l  s  t  e  r     p  r  e  -  t  a  x
            r  e  t  i  r  e  m  e  n  t     s  a  v  i  n  g  s  ,     a  n  d     p  u  r  c  h  a  s  e     r  e  m  a  i  n  i  n  g     d  e  a  t  h
            b  e  n  e  f  i  t
            (  t  a  x  -  d  e  d  u  c  t  i  b  l  e  )     i  n  s  i  d  e     t  h  e     p  e  n  s  i  o  n     p  l  a  n     t  o     f  u  l  l  y
            s  a  t  i  s  f  y
            B  u  y  -  S  e  l  l     A  g  r  e  e  m  e  n  t

          THE RESULTS


            T  e  r  m     i  n  s  u  r  a  n  c  e     c  o  s  t     r  e  c  a  p  t  u  r  e  d  .
            K  e  y     e  m  p  l  o  y  e  e  s     h  a  v  e     m  o  r  e     i  n  c  e  n  t  i  v  e     t  o     s  t  a  y     l  o  n  g  -  t  e  r  m
            a  n  d     t  h  r  o  u  g  h     a     t  r  a  n  s  i  t  i  o  n  .
            C  o  m  p  a  n  y     p  r  o  t  e  c  t  e  d     a  g  a  i  n  s  t     k  e  y  -  m  a  n     r  i  s  k
            C  o  m  p  a  n  y     b  a  l  a  n  c  e     s  h  e  e  t     r  e  l  a  t  i  v  e  l  y     u  n  a  f  f  e  c  t  e  d
            A  p  p  x  .     $  4  0  0  ,  0  0  0     p  e  r     y  e  a  r     c  o  n  t  r  i  b  u  t  e  d     t  o  w  a  r  d  s     c  a  s  h
            b  a  l  a  n  c  e     p  l  a  n  ,     P  R  E  -  T  a  x  ,     w  i  t  h     8  6  %     o  f     f  u  n  d  s     g  o  i  n  g     t  o
            o  w  n  e  r  s  h  i  p     a  n  d     a     h  a  n  d  f  u  l     o  f     k  e  y     e  m  p  l  o  y  e  e  s  .     O  l  d  e  r
            o  w  n  e  r     b  u  i  l  d  i  n  g     m  o  r  e     a  s  s  e  t  s     f  o  r     r  e  t  i  r  e  m  e  n  t     a  n  d     c  a  n
            p  r  o  v  i  d  e     m  o  r  e     f  l  e  x  i  b  i  l  i  t  y     t  o     b  u  y  -  o  u  t     t  e  r  m  s     i  n     5  -  7     y  e  a  r  s
            B  u  y  -  S  e  l  l     a  g  r  e  e  m  e  n  t     f  u  l  l  y     c  o  v  e  r  e  d     i  n     t  h  e     e  v  e  n  t     o  f
            d  e  a  t  h     a  n  d     d  i  s  a  b  i  l  i  t  y  .
            G  r  o  u  p     u  n  d  e  r  w  r  i  t  i  n  g     t  o     m  a  n  a  g  e     u  n  d  e  r  w  r  i  t  i  n  g     c  o  n  c  e  r  n  s
            f  o  r     s  o  m  e     o  f     t  h  e     e  x  e  c  u  t  i  v  e  s     i  n     t  h  e     c  o  m  p  a  n  y     i  n  s  i  d  e
            c  o  r  p  o  r  a  t  e     o  w  n  e  d     l  i  f  e     i  n  s  u  r  a  n  c  e  .
             **Hypothetical example used for illustrative purposes only. Actual
             results will vary and may not be as favorable. Some life insurance
              examples used subject to financial and medical underwriting.
                                                              -   5   -
                                  T H E   A R I S G A R D E   A D V A N T A G E  J U L Y   2 0 2 1
            Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with ArisGarde.
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