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Blue Skies

How to Magnify Assets While Keeping Your HNW Clients' Core Capital Available for Their Business or Real Estate Holdings.

Client Approved and
Fully Brandable!

​The most sophisticated investors don't just ask about performance; they ask how to grow capital while maintaining control, minimizing risk, and eliminating tax friction. 

 

The problem - business owners and successful investors don't buy...they leverage - and that's what makes this strategy so attractive to the right clients.

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​Is This Strategy Right for Your Clients?

This resource is designed specifically for professionals working with:

  • High-Income Professionals hedging against future tax increases.

  • Business Owners seeking high-limit executive carve-outs or exit strategies.

  • Real Estate Investors wanting a liquid, non-correlated reserve.

  • Estate Planners focused on efficient multi-generational wealth transfer.

GET THE GUIDE

Do you serve clients with a net-worth of $8M+?

By submitting this form and opting in, you consent to receive marketing updates, account-related notifications, and customer care messages from Simplicity UFC at the phone number provided, including messages sent via an auto dialer or automated system. Message & data rates may apply. Message frequency varies. Carriers are not liable for delayed or undelivered messages. Reply HELP for help and STOP to cancel. Piece has been reviewed for client use through our internal compliance team. Advisors are responsible for getting it approved by their respective parties as required per their unique operating agreements.

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Compliance Notice: This piece has been reviewed for client use by our internal compliance team. However, this strategy involves complex financial structures, including Indexed Universal Life (IUL) and bank-financed premiums, which carry specific risks such as variable interest rates, potential collateral requirements, and tax liabilities if the policy lapses. Financial professionals and advisors are solely responsible for obtaining approval from their respective compliance departments, broker-dealers, or RIAs as required by their unique operating and secondary agreements.

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