JS 38: Offshore Asset Protection with Wayne Kurtz President & CEO of Karlsberg International Insurance

The asset protection industry has been growing by leaps and bounds with more and more financial companies recommending moving assets offshore to protect oneself or business from high taxes and lawsuits and a variety of other reasons.

There is a growing number of instruments to choose from to accomplish this and on this episode, Jason Hartman talks with Wayne Kurtz, President and CEO of Karlsberg International Insurance Corporation LTD, regarding a unique strategy to grow and distribute assets tax-free in Belize. Wayne explains how FACTA compliant offshore life insurance works, which ultimately allows clients’ continued ownership of assets inside of a universal life insurance policy.

 

Wayne also discusses the benefits of offshore protection in Belize, and defines the requirements and disclosures that are necessary to set up a plan. Wayne Kurtz has 24 years of senior level experience in financial services organizations including operations management, marketing/sales, fiscal planning, M&A, P&L management. He has been recognized for articulating vision and direction, turning around poorly performing divisions, guiding joint ventures, and establishing strategic alliances.