Compliance

We require that an attorney or CPA be involved in any client analysis or recommendations. We will convey to them all the pertinent legal details of our strategies and the IRC Sections that govern them. We will only move forward once they have gained comfort and understanding with our work. Once a client, we provide on-going consultation services. We also provide through our strategic partners the constant monitoring of the investments inside the policy for on-going compliance considerations. For all IRS and U.S. Treasury Department reporting and filings we refer clients and their advisors to a CPA knowledgeable with every aspect of the filing requirements to work cooperatively with your current CPA. On an on-going basis, we are always available to discuss the considerations of various investments that might be placed in the policy for tax efficient growth, etc.