Insurance Broker License
The true value of wealth is not how much money you have now but knowing how to make good use of financial tools for management. Flexible use of existing assets, planning across Wealth transfer on behalf of. An extraordinary story of achievement!
Sky Conrad Insurance Trust Structure

Deposit funds

Auditor

Responsible for the accounting and the check computation of capital accounts

Provide professional and responsible investment advice

Compile trust deeds and review relevant clauses

KPMG, Deler

Taiyi Assets

Taiyi Wealth

Campbells, AFA

Insurance Company Products

Sky Conrad Insurance Trust Plan

Trust Investment Subject

Beneficiary

Bank of Trustees

DBS Bank

Trust Administration

Insurance Administration

Legal counsel

Investment Advisor

Trust Maker

Trust Company

(Insured)

(Insurant)

Premium

Insurance Fund

According to the client's wishes

willing to manage wealth

Insurance company we cooperated with
"Insurance Trust" is a wealth management plan that integrates insurance products and trust services
All assets need to be protected Sky Conrad Insurance Trust is the best choice to protect family assets
Sky Conrad Trust Series Features
The minimum investment period is 5 years. After setting up a trust account, the trustor purchases insurance and delivers the insurance policy to the trust. According to the different periods of insurance purchased, the trustor will enjoy different trust benefits. The total premiums are deposited in the trust account once or in stages, and you can easily enjoy one or more complete insurance policies.
Double guarantee
Insurance law + trust law protection
Poineer in the Market
Automatically lock in terminal dividends
The beneficiary becomes the new insured or policy holder after the death of the insured
Flexible replacement
Flexible conversion of the insured to the age of 128
Flexible and worry-free
One-time prepayment of premiums, saving time and effort
Receive one-off income or receive regular surrender amount and death compensation
Good returns
Guarantee and expected payback period
Expected rate of return can be as high as 6.82%
Wider coverage
Insured age up to 75 years old
Comes with premium waiver protection
Inherit with peace of mind
Professional management of assets
Stable increase in wealth
Sky Conrad Trust Series
Large Policy Family Trust
Stability and appreciation of assets
Professional property preservation
Professional wealth inheritance
US$4.2 million in assets
Emergency support
Cash flow approximately US$100,000/year
Property
US$1 million
Case: 45-year-old Male.
$1 million plan [large policy family trust project] provides immediate ownership to:
US$4.2 million to determine assets.
International emergency support service.
A property under his own name.
Asset management portfolio: annual steady income (about 100,000 US dollars).
Client sets up a family trust for large insurance policies and pays the premiums in one lump sum. The policy is delivered to the trust. Combined with private banks for insurance policy financing, funds can be flexibly used to allocate multiple assets to create safe and stable income.
Sky Conrad Trust Series Framework
INSURANCE TRUST
The trust company establishes a trust contract for the client, confirms the beneficiaries of the trust and sets the property distribution plan according to the wishes of the trustor
Investment subject: Savings dividend insurance
Goal: Help clients achieve wealth protection and wealth inheritance
INSURANCE PRODUCTS
The trust company becomes the holder and beneficiary of the customer's insurance policy
The trust company pays premiums and manages the insurance policy according to the letter of intent of the founder
Support product: Savings dividend insurance
Payment period: minimum 5 years
Currency selection: USD
TRUST INCOME
5 years (prepaid 5-year plan) Equivalent to 6 months premium
5 years (prepaid 2-year plan) 2-5 years 5%/year
Sky Conrad Trust Series Establishment Process

Fill in and sign the trust account opening file

Open trust online comprehensive platform.

Trust establishment completed

Insure

Allocate and manage assets through instructions