The Insured Portfolio: Your Gateway to Stress-Free Global Investments

Appendix B. FURTHER RESOURCES AND READING

The ideas expressed in this book have dramatic implications for those readers who are serious about achieving a secure financial future in the twenty-first century.

We have presented the information about private placement policies and the benefits in a direct and clear way in order make the content useful to nontechnical readers. Within the chapters of the book, we intentionally decided not to delve into how private placement polices are reported or to explain IRS regulations or to focus on the details of asset protection laws in other countries, yet we do feel this information is important.

In this appendix, we have included some of the technical information and website links that provide a variety of the laws, IRS codes, and legal definitions we have mentioned and reference within in the body of the text. These definitions and laws are tedious and dry reading; however, we know that many of you may wish to invest the time to fully understand this information. This is especially true if you are considering a policy in a specific jurisdiction or if you are considering a policy in lieu of another holding structure, such as an offshore corporation and the like.

Most, if not all, of these documents have come from government websites and were the most current documents available when the book went to print. However, government regulations and reporting requirements change regularly and without much warning. Thus, we encourage you not to rely solely ...