Welcome!

The Annuity Dynasty Trust™

New Clients - All the Time - Automatically

- Makes People Want Your Annuities Right Now -

For All Sizes of Annuities Because Clients Want to Protect Their Loved Ones

Asset Protection for Children & Grandchildren Your Clients will Demand

Eliminates the “Think About It” Syndrome

Eliminates Advisor Switching

Capture Your Competitor’s Annuities Today!

Tax Neutral

- created by estate planning attorneys, certified public accountants, and chartered financial analysts
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FREE Trial Membership:

Entitles You to One (1) Free Local Attorney Consult

& Delivery to Client by Client’s Attorney

Be the First to Receive Free Materials When Released

(Limited Licenses Available - First Come First Served)

No Contracts - No Commitments - Cancel Anytime

NO CREDIT CARD REQUIRED

More Information

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No Gimmicks

Created by Attorneys, CPAs & CFAs

Designed for Asset Protection

Layer Rolling Annuities for Children & Grandchildren

Never Lose Assets to Inheriting Children + Tax Neutral

Asset Protection for Loved Ones

Your Annuities Offer No Asset Protection:

Against Child’s Divorces, Lawsuits, Creditors & Predators

Clients Want Their Annuities to Stay in Bloodline

Naming Children as Beneficiaries Exposes Entire Annuity

Capture Competitors’ Annuities

Clients Will Demand You Protect Them

Gather Client’s Other Annuities Inside Your Trust

Included Marketing Kits to Motivate

Increases Assets Under Managment Right Now

Clients Will Want to Act Immediately & Not “Think About It”

How it Works

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Annuity Asset Protection Myths

Common Misconceptions About Annuities

Cash Distributions Subject to Child’s Divorces & Claims

Zero Protection for Children

Your Annuities May be Exposed

Trust Mechanics

Not a Marketing Gimmick!

Created by Attorneys, CPAs & CFAs for Asset Protection

Why Clients Love this Trust

Rollover for Generations

Tax Neutral

A Dynastic Grantor Trust

Same Income Taxation as Without a Trust

The Myth of the Stretch

Children Never Stretch

A Simple Trust Designed to Hold Only Rollover Generational Annuities

How to Use It

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Presented by You and the Attorney

You’re Not Practicing Law

Use Your Attorney or the Client’s Attorney

Don’t Have an Attorney? Don’t Worry.

We have a Network of Advisor-Friendly Attorneys for You who Deliver the Trust for Free!

All experienced working with Financial Advisors

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We Act as Trustee for Free

You’re Appointed Trust Advisor Today

You Manage Annuities Now and Forever

All Documents are Free to Your Clients!

We Prepare & Deliver all Docs to You and the Attorney for Implementation.

You Manage Trust Assets Today and for Future Generations

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How to Present

Free Client Presentation Kit

Totally Turn Key!

Your Kit Includes 3 Marketing Packages:

(1) One-to-One Meetings; (2) Seminar/Small Group; (3) Automatic Appointment Maker™

Use as an Adjunct to Your Current Practice

Pass the Buzz:

Social Media

Others who might be interested.

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Forward this Page:

Email a Friend or Colleague

Others who might be interested.

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Next Free Webinar:

(15 minutes)

Thursday October 29, 2015 - 3:00 PM EASTERN

Learn How to Get Started Right Now

Talk with the Creator - Questions & Answers

(Can’t Attend? Register Now to Watch Free Video Replay!)

BONUS:

Register NOW & Receive Immediate FREE Download of “How to Protect Your Assets from Your Child’s Spouses & Lawsuits”

All Attendees will receive a Free Trial entitling them to one (1) free trust coupled with all of our marketing materials - just for attending!

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Coming Fall 2015:

The Managed Account Dynasty Trust™

For Managed Accounts - ETFs - Mutual Funds

The Managed Account Dynasty Trust™ is for managed assets such as individual securities, bond portfolios, exchange traded funds, mutual funds and other instruments. This trust contains special provisions for married couples to receive a complete step-up in basis on 100% of the assets upon the death of the first spouse rather than a step-up on merely one-half of the combined assets.

From a marketing perspective for the financial advisor, this gives the client additional incentives to place all investible assets with you. Because only those managed accounts managed by you are permitted to be transferred into the Managed Account Dynasty Trust™ and are afforded the asset protections for children & loved ones, clients and prospects will be highly motivated to move all assets to you.

The Guaranteed IRA Stretch Trust™

The Guaranteed IRA Stretch Trust™ is for both traditional and Roth IRA accounts where the client wishes to ensure that the ultimate beneficiary retains the IRA in tact and only receives the required minimum distributions (RMDs) based on the beneficiary’s life expectancy. This is an attractive option for those clients wishing to guarantee a retirement fund for their children and grandchildren. In fact, some clients prefer to carve out a portion of their IRAs just for their grandchildren in the form of a guaranteed stretch-out.

The Insured Retirement Dynasty Trust™

The Insured Retirement Trust™ is either a revocable or irrevocable trust that owns two (2) over-funded life insurance policies. These policies are designed by you to be high cash value low death benefit contracts. The purpose is to generate and grow cash inside an asset-protected vehicle only for the retirement of your client. Physicians typically structure these policies as irrevocable trusts to accumulate large deposits of cash for their retirement and to asset-protect that cash today from their lawsuits. Upon retirement, the cash is loaned or withdrawn from the trust income tax-free. Upon death, the accumulated cash passes into Dynasty Trusts for children - thereby protecting their inheritance from their divorces, lawsuits, creditors & predators. We serve as Trustee for free.

We typically will use two (2) different life insurance policies inside one trust. Policy No. 1 will be owned by the trust, the beneficiary of the policy will be the trust, and the insured will be the parent/client. The parent/client is able to distribute income tax-free distributions during the parent/client’s retirement. At the death of the parent/client, the death benefit proceeds are then used to fund an income tax-free retirement distribution schedule for the parent/client’s child.

Policy No. 2 is owned by the trust, the beneficiary of the policy is the trust, and the insured is the parent/client’s child. At the death of the parent/client, the child will take income tax-free distributions during the child’s retirement. At the death of the child, the death benefit proceeds then fund an income tax-free retirement distribution for the grandchildren.

What We Do


The planning tools, techniques and strategies we provide to you were developed by us, by our colleagues, and by other professionals. Some of these strategies have been in existence for many years. Some are new. And others are new variations of existing concepts. Our mission is to teach professional financial advisors those concepts we believe are unique and particularly helpful to their clients and prospects. We are passionate about providing you with insanely innovative designs to you to use in your own financial planning practice each and every day.

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Support


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Advisors Private Counsel, LLC
311 Park Place Boulevard, Suite 180
Clearwater, FL 33759
TOLL FREE: 1-877-902-7715

© 2015 Advisors Private Counsel, LLC - - All rights reserved.

About Us


Advisors Private Counsel, LLC is an educational organization designed to provide elegant resources, tools and practice aids to financial advisors. Advisors Private Counsel, LLC is not a law firm and does not engage in the practice of law. You are urged to seek independent, qualified legal counsel for your clients and prospects in the jurisdiction of their legal domicile. Use of our resources, aids and tools does not create an attorney-client relationship with either you or your clients or prospects.

NOTE: You are required to implement our tools & techniques with either your attorney, your client’s attorney, or one of our attorneys who are licensed in the jurisdiction of your client's domicile.

Welcome!

The Annuity Dynasty Trust™

New Clients - All the Time - Automatically

- Makes People Want Your Annuities Right Now -
My Image

For All Sizes of Annuities Because Clients Want to Protect Their Loved Ones

Asset Protection for Children & Grandchildren Your Clients will Demand


Eliminates the “Think About It” Syndrome

Eliminates Advisor Switching

- created by estate planning attorneys, certified public accountants, and chartered financial analysts

Join Now - Trial Membership is Free!

Entitles You to 1 Complimentary Trust

Register Now to be First to Receive Free Materials When Released

(Limited Licenses Available - First Come First Served)

No Contracts - No Commitments - Cancel Anytime

NO CREDIT CARD REQUIRED

(10 seconds to Register)

Coming Fall 2015:

The Managed Account Dynasty Trust™ & The Guaranteed IRA Stretch Trust™

More Information

My Image

No Gimmicks

Created by Attorneys, CPAs & CFAs

Designed for Asset Protection

Layer Rolling Annuities for Children & Grandchildren

Never Lose Assets to Inheriting Children + Tax Neutral


My Image

Asset Protection for Loved Ones

Your Annuities Offer No Asset Protection:

Against Child’s Divorces, Lawsuits, Creditors & Predators

Client’s Want Their Annuities to Stay in Bloodline

Naming Children as Beneficiaries Exposes Entire Annuity


My Image

Capture Competitor’s Annuities

Clilent’s Will Demand Your Protect Them

Gather Client’s Other Annuities Inside Your Trust

Included Marketing Kits to Motivate

Increases Assets Under Managment Right Now

Clients Will Want to Act Immediately & Not “Think About It”

How it Works

My Image

Annuity Asset Protection Myths

Common Misconceptions About Annuities

Cash Distributions Subject to Child’s Divorces & Claims

Zero Protection for Children

Your Annuities May be Exposed


My Image

Trust Mechanics

Not a Marketing Gimmick!

Created by Attorneys, CPAs & CFAs for Asset Protection

Why Clients Love this Trust

Rollover for Generations


My Image

Tax Neutral

A Dynastic Grantor Trust

Same Income Taxation as Without a Trust

The Myth of the Stretch

Children Never Stretch

A Simple Trust Designed to Hold Only Rollover Generational Annuities

How to Use It

My Image

Presented by You and the Attorney

You’re Not Practicing Law

Use Your Attorney or the Client’s Attorney

Don’t Have an Attorney? Don’t Worry.

We have a Network of Advisor-Friendly Attorneys for You who Deliver the Trust for Free!

All experienced working with Financial Advisors


My Image

We Act as Trustee for Free

You’re Appointed Trust Advisor Today

You Manage Annuities Now and Forever

All Documents are Free to Your Clients!

We Prepare & Deliver all Docs to You and the Attorney for Implementation.

You Manage Trust Assets Today and for Future Generations


My Image

How to Present

Free Client Presentation Kit

Totally Turn Key!

Your Kit Includes 3 Marketing Packages:

(1) One-to-One Meetings; (2) Seminar/Small Group; (3) Automatic Appointment Maker™

Use as an Adjunct to Your Current Practice

Pass the Buzz:

Social Media

Others who might be interested.


Next Free Webinar:

(15 minutes)

Thursday October 29, 2015 - 3:00 pm (Eastern)

Learn How to Get Started Right Now

Talk with the Creator - Questions & Answers

(Can’t Attend? Watch Free Video Replay!)

Register Now & Receive Immediate FREE Download of “Protecting Your Assets from Your Child’s Spouses & Lawsuits”


Forward this Page:

Email a Friend or Colleague

Others who might be interested.

My Image

Support


My Image

Advisors Private Counsel, LLC
311 Park Place Boulevard, Suite 180
Clearwater, FL 33759
TOLL FREE: 1-877-902-7715

What We Do


The planning tools, techniques and strategies we provide to you were developed by us, by our colleagues, and by other professionals. Some of these strategies have been in existence for many years. Some are new. And others are new variations of existing concepts. Our mission is to teach professional financial advisors those concepts we believe are unique and particularly helpful to their clients and prospects. We are passionate about providing you with insanely innovative designs to you to use in your own financial planning practice each and every day.

My Image

© 2015 Advisors Private Counsel, LLC - - All rights reserved.

About Us


Advisors Private Counsel, LLC is an educational organization designed to provide elegant resources, tools and practice aids to financial advisors. Advisors Private Counsel, LLC is not a law firm and does not engage in the practice of law. You are urged to seek independent, qualified legal counsel for your clients and prospects in the jurisdiction of their legal domicile. Use of our resources, aids and tools does not create an attorney-client relationship with either you or your clients or prospects.

NOTE: You are required to implement our tools & techniques with either your attorney, your client’s attorney, or one of our attorneys who are licensed in the jurisdiction of your client's domicile.