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Client Results

Proven Results
The following real client examples typify the results we achieve for our clients*
Client A - Male: Planning started in 1992
  • Net worth at age 66: $160 million
  • Business Entities: 22 Corporations, 9 Partnerships, 6 Trusts
  • CIP proposed 24 estate planning techniques (non-insurance and non-charitable). Client adopted 21 techniques;
    enhancing ideas implemented: 47
  • Died at age 80 (14 years later)
  • Transferred $360 million to adult children
    and grandchildren
  • Estate tax savings: $190 million
Client B - Female: Planning started in 2002
  • Net worth at age 78: $130 million
  • Business entities: 43 corporations, partnerships, LLCs
  • CIP proposed 11 estate planning techniques. Client adopted 9 techniques; enhancing ideas implemented: 14
  • Age 85 today
  • Transferred $160 million to daughter and grandchildren
  • Projected estate tax savings: $88 million
  • No estate tax return required
*technique advantages apply at all asset levels