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Sky Conrad Insurance Trust

One-stop Insurance + Trust Service

Diversified Asset Allocation All-round Value Preservation and Appreciation

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

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