A proven, guaranteed means of reaching many financial goals!The Investment Alternative by Barry Kaye presents a proven, guaranteed means of accomplishing numerous financial goals. Using life insurance in dramatic new ways pioneered by Mr. Kaye, the concepts focus on a calculable simple and completely predetermined. This is something no investment or expensive, cookie-cutter legal document can claim. Instead of attempting to create legal tax avoidance schemes, The Investment Alternative method actually creates money with which to pay the estate taxes and optimizes assets.
Barry Kaye shows how the estate planning for Jacqueline Kennedy Onasis has become a complete disaster. In this book Barry Kaye shows how conventional wisdom and antiquated legal techniques for estate planning are completely inadequate, and as a result have failed Jacqueline Kennedy Onasis’ children and grandchildren as well as the charities she had hoped to help. Mr. Kaye thoroughly describes the way in which his concepts work, going into depth of detail which leaves no guess work and reveals the misconceptions under which most people have operated as they contemplated an estate plan or a purchase of life insurance. He presents 30 different concepts, showing examples for each, which can be used to significantly increase assets, optimize funds used for investing, protect estates from losses due to estate taxes and dramatically increase gifts to charity. Mr. Kaye emphasizes personal financial safety and, in most cases accomplishes his clients’ goals using only a small fraction of their available funds.
Mr. Kaye exposes the inadequacies of the legal and financial industries and their standard techniques, speaking out against the bias and shortsightedness of attorneys, accountants and financial advisors who protect their own fields of endeavor against the better interest of their clients. He also speaks up against those members of the media who, either out of bias, lack of knowledge or faulty advise, incorrectly present to their readers the truth about legal estate tax avoidance techniques and life insurance. Using reprints of actual articles, he points out the errors and inaccuracies in a manner that leaves no room for opinion or second-guessing and transcends any possible claim of personal benefit. His "bottom line" is unavoidable and somewhat shocking as readers see, perhaps for the first time, the numerous ways in which their thinking has been manipulated, controlled and betrayed by the self-interests of the legal profession.
Applying his methods to the estates of well-known people, Mr. Kaye demonstrates how his Investment Alternative system would work to protect the interests of Bill Gates, Jeff Katzenberg, Oprah Winfrey, Ross Perot, John Meade Huntsman, Samuel LeFrak, Marvin Davis, Jack Kent Cooke, Bob Tisch, Zachary Fisher and other notables. The drama of what his concepts can accomplish is astounding as he shows how to create literally billions of dollars for the benefit of heirs and charity.
Leaving nothing to supposition, Mr. Kaye even provides, in extensive tables and charts at the back of his book, all figures needed for readers to calculate their own situations and expected returns. Using these figures, readers can customize each concept in the book to their own specific situation and see for themselves their value and authority. Mr. Kaye does not ask anyone to just take his word for it, he shows, using provable mathematics which render consistent results based on stated figures and returns, exactly what and how his methods will produce.
Mr. Kaye shows how to optimize your assets while in addition to preserving your estate. He shows how to increase your yields up to 25% and how to increase your IRA or pension funds 10 to 20 times. He turns an appreciable asset into an appreciated asset while showing you how to turn any tax into an asset. Mr. Kaye also shows you how to borrow the money to buy life insurance, pay no principal or interest until you die and at that time it’s totally tax deductible. He shows how your debts can make you rich and he can double the sale price of your business or real estate. His unique concepts create the most incredible policy ever introduced in the insurance industry with potentials of up to $1,000,000,000 or more.
He explains why you believe this is "too good to be true", but he proves that it is true. He shows you the difference between various policies as well as how to buy them, how to pay for them, who to insure and how to reduce your costs for those policies up to 30%. He also shows you how to avoid "churning" which is now permeating the insurance industry by unscrupulous insurance people. Most important, he shows you why the government will not stop these programs; because they not only benefit the family, but they benefit all Americans. And finally he closes the book with a chapter based on fact, not just theory. In this final chapter, he describes one family and shows what he actually proposed to double their assets from $600,000,000 to $1,200,000,000 utilizing a myriad of the approaches described through out the book. He then shows how those numbers can look when reduced by eliminating zero’s for anybody.
This is a must read for everyone who is serious about saving millions and making millions. Mr. Kaye has led his industry for years. He is the author of four previous books, and three paperbacks, on the topics of life insurance and estate planning. He pioneered the creation of some of the life insurance policies, which he uses to such benefit. Every year, thousands of people attend the seminars he gives on his subject. Now, in The Investment Alternative, Mr. Kaye provides a clear, concise, thorough account of his techniques and the dramatic results they can achieve for families with $1,000,000 or more. He states that estate planning is not a "legal happening" but an "economic event". He replaces rhetoric with "bottom line" results.
No one who is concerned for the welfare of their estate or the legacy they will leave to their children or who is desirous of optimizing their assets to the maximum should miss this book.
