Trailer: Offshore Life Insurance & Viaticals Schemes: Avoiding The Perils

Описание: After enduring problems as a result of a Ponzi scheme known as Tradex while in his twenties, Steven Roth set up a business that aims to help individuals conduct financial due diligence.

This session will analyze:

Domestic and Offshore life insurance and annuities;

Benefits and Perils, Compliance with U.S. laws, economics of products, asset protection efficacy afforded;

Life and Viatical Settlements;

Life settlement schemes and abuses of investors and the elderly;

Failed planned life settlements and concealed or misrepresented commissions for successful settlements;

Fiduciary duty and the narrowing rights and remedies window;

Legal Theories, Broker, Trustee and Insurer Liability.

PRESENTER:

Steven Roth, President, Wealth Management International (Los Angeles)