Alternative Financial Strategies

Commercial Umbrella InsuranceDepending on their financial situation and objectives, some look to non-traditional vehicles to grow their assets. We offer two such strategies which represent a potential for higher than normal gains for their investments. Both of the below opportunities have that potential and demonstrate a high degree of safety for client investment.

Market Linked Certificate of Deposits (MLCD)– These FDIC insured CD’s are normally purchased at levels in 7 or 8 figure dollar amounts by institutional investors. They are issued by known banks such as Barclays, Bank of the West, Union Bank, etc. and linked to the movement of commodities such as Precious Metals, Oil, Wheat, Natural Gas and more. Experienced CD investors disappointed with the low returns in the current climate would especially benefit in this segment.

The FDIC insurance up to statuary limits, return of principal upon demand and higher than normal returns makes this an attractive alternative for qualified investors. MLCDs were initially developed by Chase Manhattan Bank in 1987 and offer 100% principal protection when held to maturity.

For more information and to receive the current offering, call (310) 251-5762 or send a request to ray@walstinefa.com

Life Settlements-A truly unique alternative asset class. For many years institutional investors like Warren Buffett’s Berkshire Hathaway, Blackrock Group, Credit Suisse, Apollo Capital and Deusche Bank have been quietly profiting from this proven and innovated asset class. For nearly two decades, Life Settlements have been “Wall Street’s Best Kept Secret”.

A Life Settlement is the sale of an existing life insurance policy by a senior, typically 75 years or older, who no longer needs or can afford their policy. A Life Settlement transaction provides the policy owner an alternative to lapsing or surrendering the policy and can provide a cash settlement which is significantly higher than the cash surrender value offered by the insurance company.

We represent a company that has brought institutional investing to the individual qualified investor. California passed legislation that paved the way for the individual to enjoy the same potential for steady annualized gains of 10% or more per year and avoid the volatility typically found in stocks, bonds, real estate and mutual funds. Visit our website dedicated to this powerful asset at www.walstineinv.com.

March 8th, 2016 by Walstine Financial Agency