IDF Platforms

Our ClientsIDF Platforms will help you, the advisor, to develop qualified leads and sales to new and existing clients who have concerns about their tax and financial security, be it for family or business. We provide products and services for experienced financial professionals serving HNWIs.Our Services and ProductsIDF supplies advisers with qualified leads, information, and support to help their clients purchase high-value life insurance policies for family or business security, while at the same time providing tax reduction and mitigation.Our highly qualified partners will guide you towards successfully introducing your client to Premium Funding (PF) and Private Placement Life Insurance Policies (PPLI); for personal, family, and business security and tax mitigation. As part of our package, we will white label the videos, websites, documentation, webinars, and marketing materials that will appeal to those prospects.Once you have gathered your client's details, we will create a simple, compelling, and personal report for you to present. Should you wish it, one of our partners will assist you in presenting the proposed solution to your prospect. It is well known that a properly structured life insurance policy with no out-of-pocket expense is invaluable to advisers and their clients. However, the value of PPLI remains unvisited...until now: US tax law allows for the tax-deferred build-up of assets in a qualified PPLI or Private Placement Variable Annuity (PPVA) Income and gains on assets are not generally subject to tax until a distribution is made from the policyThis delivers tax benefits to both US and international investorsThis tax-deferred compounding means assets can grow much faster than assets that are taxed on a current basis.Combine the PPLI with the Premium Funding policy and it is hard to imagine a more effective and legitimate tax mitigation vehicle.