The goal of Advantage is to provide, on a very selective basis, a confidential, secure and legitimate structure that can be used by sophisticated legal and tax counsel to address the needs of wealthy clients. Through Advantage, wealthy individuals can acquire reasonably priced, custom-tailored variable universal life insurance policies and annuities which can provide the following benefits:

•
   Unlimited tax deferral;
•
   Income Tax-Free Death Benefits (for life insurance policies);
•
   Investment flexibility;
•
   Asset protection;
•
   Estate Tax avoidance in conjunction with other financial planning vehicles;
•
   Privacy

Back To Top

Advantage does not mass market its policies, but is prepared to make them available within Cayman Islands on
a case-by-case basis. All Advantage policies are individually structured to ensure the client obtains the best possible
benefits based upon the specific facts of his or her particular situation. Advantage only works through and with
the tax or estate planning counsel of prospective clients to develop and implement a life or annuity policy that is
appropriate for the client. The products and services described are not being offered for sale and will not be sold in the
United States of America (including the District of Columbia), its states, territories or possessions or to any person therein.