top of page

Welcome to our knowledge depot




Anatoly Iofe
Nov 29, 20244 min read
Annuities 101: Benefits of Annuities and Their Drawbacks
Annuities, insurance products issued by insurance companies, are often recommended by insurance and financial professionals to investors....
8 views


Anatoly Iofe
Nov 11, 20246 min read
Life Insurance in High-Net-Worth Divorce Settlements
Divorce among high-net-worth individuals introduces a level of complexity not seen in typical separations. Beyond the emotional strain,...
3 views


Anatoly Iofe
Oct 28, 20243 min read
The Benefits of Funding Trusts with Annuities
Key Benefits of Using Annuities in Trusts 1. Tax-Deferred Growth and Flexible Tax Timing One of the greatest advantages of annuities in a...
1 view


Anatoly Iofe
Sep 24, 20246 min read
Expat Health Insurance: The Benefits of Global Coverage with No Deductibles
As the world becomes more interconnected, more individuals are living and working abroad, making expat health insurance an essential...
0 views


Anatoly Iofe
Jul 25, 202411 min read
Comprehensive Guide to Annuities
Retirement planning is a crucial step in securing your financial future, and with so many options available, the process can be...
7 views


Anatoly Iofe
Jul 16, 20245 min read
A Comprehensive Guide to Life Insurance for Non-U.S. Residents and Foreign Nationals
Life Insurance The United States has seen a continuous rise in its foreign-born population since 1970, both in absolute numbers and as a...
9 views


Anatoly Iofe
Jul 7, 20244 min read
Understanding Critical Illness Insurance
Critical illness insurance is a form of coverage designed to alleviate the financial burden associated with severe health conditions....
11 views


Anatoly Iofe
Jun 26, 20243 min read
Understanding U.S. Estate Taxes for International Investors / Non-Residents
Welcome to the intricate world of U.S. estate taxes for non-residents. Owning assets in the U.S. can be a symbol of success and a...
11 views


Anatoly Iofe
Apr 15, 20243 min read
Refinancing Annuities in High-Interest Environments: A Strategic Move for Secure Retirement
In the complex interplay of managing personal finances, the strategy of refinancing is typically spotlighted in the realm of mortgages....
7 views


Anatoly Iofe
Jan 30, 20243 min read
Understanding Indexed Universal Life Insurance: A Strategic Tool for Long-Term Financial Security
In the realm of financial planning, Indexed Universal Life Insurance (IUL) emerges as a multifaceted tool that offers more than just life...
7 views


Anatoly Iofe
Jan 25, 20243 min read
Navigating Retirement: The Essential Guide to Fixed Indexed Annuities
The journey to a secure retirement is often clouded with uncertainty and complexity. Among the myriad of financial instruments available,...
5 views


Anatoly Iofe
Oct 19, 20233 min read
Maximizing Estate and Gift Tax Benefits with Life Insurance
Navigating the complexity of estate and gift taxes can be daunting, but with life insurance as a tool, many find a clearer path to smart...
7 views


Anatoly Iofe
Oct 16, 20232 min read
Expat Guide to International Health Insurance
Navigating the world of health insurance can be complex, especially when it involves crossing borders. Let's delve deeper into why, for...
19 views


Anatoly Iofe
Oct 6, 20235 min read
Advantages of US Life Insurance Policies for US Expats and Non-US residents
Life insurance is a critical financial tool that provides peace of mind, financial security, and protection for loved ones in case of...
14 views


Anatoly Iofe
Aug 14, 20234 min read
Buy-Sell Agreements for privately held businesses
Buy-Sell Agreements for privately held businesses A buy-sell agreement is more than just a legal document: it's a vital contingency plan...
9 views


Anatoly Iofe
Aug 7, 20234 min read
Planning with Long-Term Care Insurance
Planning with Long-Term Care Insurance The natural course of life is that, as we age, our health needs might change, and we might require...
0 views

Anatoly Iofe
Jul 20, 20235 min read
Financial Planning for Doctors: A Comprehensive Guide
The importance of financial planning cannot be overstated, regardless of one's profession. However, for doctors, the process can be...
3 views


Anatoly Iofe
Jul 14, 20232 min read
The Benefits of Using Qualified Terminable Interest Trusts
Qualified Terminable Interest Trusts (QTIP trusts) are powerful estate planning tools that offer numerous benefits to individuals looking...
3 views

Anatoly Iofe
Jul 10, 20233 min read
Navigating U.S. Estate Taxes for Foreign Individuals: Key Considerations and Strategies
Estate planning is a complex endeavor, and it becomes even more intricate when considering the implications of U.S. estate taxes for...
1 view
bottom of page