Private placement life insurance is a type of variable life insurance that helps investors preserve their wealth by wrapping it inside an insurance policy
(PRWEB) December 06, 2011
President and CEO of Karlsberg International Insurance Corporation, Ltd. Wayne P. Kurtz, will be speaking on “Wealth Structuring in a Changing Environment – The Belize Advantage” at the Shorex Wealth Management Forum in Geneva Switzerland on December 8, 2011.
The session will cover the advantages of managing capital through private placement life insurance, a type of offshore life insurance that is secure, private, legal and tax efficient.
“Private placement life insurance is a type of variable life insurance that helps investors preserve their wealth by wrapping it inside an insurance policy. It’s a tax-free investment but it can be complicated to design, which is why selecting the right financial institution to manage your capital is so important,” said Kurtz.
About President & CEO Wayne P. Kurtz
Wayne Kurtz has more than 20 years of senior-level experience in financial services organizations including operations management, marketing/sales, fiscal planning, M&A, and P&L management. He has been recognized for articulating vision and direction, turning around poorly performing divisions, guiding joint ventures, and establishing strategic alliances.
As the President & CEO of Karlsberg International Insurance Corporation, Wayne’s responsibilities include executing long-term strategic/tactical plans along with overall management and operations of the company.
Before joining Karlsberg International Insurance Corporation, Wayne was a Senior Vice-President of Aon Hewitt – Executive Benefits division, responsible for the Northeast region and working with the management team and board of directors of global Fortune 1000 clients.
Prior to that, his experiences included General Securities Principal and the Director of Client Development and Management for a national benefits consulting firm and Senior Director of the Tax and Financial Services Practice for a “Big Four” accounting firm. Wayne has a BS degree in finance and math from Robert Morris University and a Master’s degree in taxation from Duquesne University.
He also earned a Certified Financial Planner (CFP) designation from The College of Financial Planning. Wayne is an accomplished speaker, author of “Beyond The Iron”, real estate investor, 26-year passionate endurance athlete and founder of the largest endurance racing resource in the world, RaceTwitch.com. He is actively involved tutoring foreigners with the Pittsburgh Literacy Council (English as a Secondary Language Program).
About Karlsberg International Insurance Corporation
Karlsberg International Insurance Corporation provides tax-advantage investments and off-shore benefits that are designed to comply with United States income tax laws. The Belize-based company provides offshore benefits with onshore security so that investors can grow their investments tax-advantageous within a customized policy.