Wealth Builder

WealthBuilder™ is a tax deferral program that permits the seller of a qualified asset to defer income taxes for up to thirty years and earn a market rate of return on the proceeds of the sale. WealthBuilder™ is a self-directed, institutionally guaranteed installment sale, which provides a simple and secure method to defer taxes.

Qualified WealthBuilder™ transactions include the deferral of taxes on service-based receivables (medical, legal, etc.), executive bonuses through the CompBuilder™ program and the sale of capital assets, which includes, but is not limited to real estate sales, business sales, art or collectible sales and home sales. In addition to the tax deferral and asset management benefits, WealthBuilder™ provides an option to introduce insurance to accomplish estate planning objectives, as well as providing additional monetary value to the seller.

In summary, WealthBuilder™ permits a seller of a qualified asset to:

Defer tax on gain realized on the sale of an asset for up to 30 years.
Earn the equivalent of a market rate of return on the pre-tax and undistributed sales proceeds.
Participate in the financial leverage of tax deferred compounded growth.
Have payments guaranteed through the use of a stand-by letter of credit.
Have a highly flexible payment schedule for the proceeds of the sale.