PRIVATE INSURANCE
Protect. Grow. Optimize.
As a business owner, you face unique risks that traditional insurance may not fully cover. With Private Insurance, you can take control of your risk management strategy while unlocking powerful financial advantages.
ROTH
Unlock Tax-Free Wealth with a Roth-Based Private Insurance Strategy
Tax-Free Growth. Strategic Protection. Financial Freedom.
A Roth IRA or Roth 401(k) is one of the most powerful wealth-building tools available to business owners. Now, with The eR3 Plan™, you can leverage the benefits of a Roth-based private insurance strategy to grow your wealth, protect your business, and maximize tax-free financial security.
SELF DIRECTED
Take Control of Your Wealth with a Self-Directed Private Insurance Strategy
Maximize Your Investments. Protect Your Business. Build Tax-Free Wealth.
A self-directed approach to private insurance gives business owners full control over their financial future. With The eR3 Plan™, you can harness the benefits of a Self-Directed Roth IRA or Roth 401(k) while managing risk and securing tax-free retirement growth.
GENERATIONAL WEALTH TRANSFERS
Secure Your Legacy with Tax-Free Generational Wealth Transfers
Protect Your Assets. Grow Your Wealth. Build a Lasting Legacy.
Ensuring long-term financial security for your family requires strategic planning. With The eR3 Plan™, you can leverage a private insurance strategy within a Roth IRA or Roth 401(k) to transfer wealth tax-free across generations while protecting your business assets.
Why Use The eR3 Plan™ for Generational Wealth Transfer?
- Tax-Free Inheritance – Assets within a Roth IRA or Roth 401(k) can be passed on completely tax-free to heirs.
- Asset Protection – Safeguard your wealth from lawsuits, creditors, and excessive taxation.
- Self-Directed Growth – Invest in diverse assets to increase the value of the legacy you leave behind.
- No Trusts or Trustees Required – Funds are directly managed within your self-directed retirement plan, ensuring seamless transfers.
- Strategic Domicile – Benefit from a jurisdiction under Native American Nation laws for added security and compliance.
The eR3 Plan™: A Legacy-Building Strategy
For business owners with $500,000+ in annual revenues, The eR3 Plan™ provides:
✔ A tax-free, long-term wealth-building solution.
✔ Investment flexibility to grow assets over multiple generations.
✔ Low capital entry, requiring just a $50,000 preferred stock investment in Alliance Reinsurance Company, Inc.
✔ Control over your financial future, without reliance on traditional estate planning structures.
Preserve & Protect Your Family’s Wealth
✅ 92% of Fortune 500 companies utilize private insurance strategies to preserve wealth.
✅ Roth accounts provide an IRS-approved way to pass down wealth tax-free.
✅ Your business and assets deserve a strategy that ensures financial security for future generations.
Create a Lasting Financial Legacy Today!
Discover how The eR3 Plan™ can help you transfer wealth tax-free while protecting and growing your assets for future generations.
📅 Schedule a Free 30-Minute Consultation!
With The eR3 Plan™, you don’t just build wealth—you create a lasting legacy for generations to come.