Life Insurance

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Universal Life Insurance Policy (IUL)

The Arbtron® Group Offers Life Insurance referral services through one of its affiliates in the form of Index Universal Life Insurance (IUL) from a select group of Life Insurance companies specializing in IUL  Life Insurance- like MPI. These IUL Insurance policies offer Secured Compounding Interest, Savings, Tax-Free Incentives, and Death Benefits.

Arbtron® Group refers its members or subscribers to its affiliates to obtain an IUL Life Insurance Policy. However, the final decision rests with the individual member or subscriber for his/her approval.

The MPI Company offers exclusive IUL Life Insurance Policies. MPI Life Insurance by Maximizing the Premiums (Indexing) to maximize the Interest over the Long Term as part of a wealth-building Retirement Plan.

The Company offers its members & subscribers the option of several IUL  Life Insurance Companies within its networking database. Each of these referrals represents a reputable Life Insurance Company or Broker. The Investor’s using his/her IUL adds increased interest & security to its IUL by  Maximizing  Premiums called Indexing (MPI), earning maximum Interest on their IUL policy.

Life Insurance: Index Universal Life (IUL)

The Arbtron® Group uses its online platform to direct individual members & subscribers to an online application process. This application referred to a reputable IUL Insurance Company or Broker within the company’s database. The Arbtron® member or Subscriber is notified (If Approved) of the opportunity to Complete the Life Insurance  Application with his/her selected Life Insurance representative. These IUL policies provide added protection in case of Death or some unforeseen occurrence.

In general, IUL Life Insurance policies, when properly structured at maturity as a Savings account, earn compounding Interest, Tax-Free advantages, Retirement funds, or to pay off a debt.

1031 Tax Deferred Exchanges

10 31 TAX-DEFERRED EXCHANGES

Arbtron® Investment Group, Inc. (the Company) refers to an IRS Tax Code as a Tax Deferement Exchange called a 10 31 IRS Code to defer Capital Gain Taxation. The Company refers  Commercial Property Owners to this creative & alternative form of limiting Capital Gains Taxation in Exchange for a replacement Commercial Property when the Three Property Rules are Legally Structured & Applied properly and Reinvested 1) within Six months, 2) given 45 days to Identify(Replacement Property) and 3) Close within 45 days (Closing Date). Most Importantly, a Qualified Intermediary (QI) experienced with 10 31 Tax Deferred Exchanges administers the transaction with the CRE owner.

Arbtron® Group (the company), using its online database of Syndicated Professionals, often refers CRE Property Owners interested in 10 31 Tax Deferred Exchanges to CPA Advisors that not only specialize in Tax Exchanges but are also Qualified Intermediaries (QI) with experience in providing service for a CRE Property Owner often working with the company’s syndicated professional Lawyer and/or CPA within the Network of Associates.

Arbtron® Group, recommends that CRE Property owners explore all the benefits, associated with the 10 31 Tax Deferrment in advance and before marketing the property for Sale, as well as, other options available through creative forms of transferring ownership using a planned Exit strategy with Arbtron® Holding & Trust LLC. The Benefits of a 10 31 Exchange are Tax Savings, Asset Diversification, Wealth Preservation, Flexibility & Timing.

The Arbtron® Group helps to streamline the process through its legal and tax affiliations as part of our professional syndicated group within the Company’s online database.

The Arbtron® Group’s general rule for CRE property investments is either Short-term holding properties which are taxed at a Higher Tax Rate, while Long-term holding are acquired through Arbtron® Holding & Trust LLC until the CRE property & its Exit strategies based on calculated projections at a Lower Tax rate has been assessed.  Moreover, this preplanned decision should be considered before the After-Tax Cash Flow for their desired Rate of Return whenever planning to implement a 1031 Tax Deferred Exchange for a particular Investment Property.

Tax Deferred Exchange and other Options during the Tax Planning stages as part of the commercial property owners’ Tax  & Exit Strategies before implementing any of these services provided by Arbtron® Group, Arbtron® Holding & Trust LLC and recommended consultation with Tax CPA and/or an attorney that specializes in 10 31 Tax Deferred Exchanges.

BOLI COLI or Arbtron’s® Bank Owned & Corporate Owned Life Insurance

ARBTRON® BANK-OWNED LIFE INSURANCE (BOLI) & CORPORATE OWNED LIFE INSURANCE (COLI)

The Arbtron®  Investment Group, Inc. and Arbtron Group, LLC® ( the company) will acquire its own Corporate Owned Life Insurance (COLI) as a benefit & investment solution offered to Corporate Executives, Directors, and key staff, and employees, as well as corporate Advisors (CPA) in the form of Corporate Owned Life Insurance.

The Arbtron® Investment Group, LLC . is uniquely positioned to deliver COLI and differentiated solutions consistent with creating a Banking Institution through Arbtron® Finanical Group, LLC when properly structuring a BOLI in the coming years of expansion with Financial assistance from Private Equity and Insurance Firms and/or Corporations.

The Arbtron® Investment Group (the Company) accumulates a Tax-Deferred Asset by purchasing a Life Insurance policy( COLI ) on Key employees, Principals, Executives and advisors. At the same time, the Company acts as the primary beneficiary. The Company pays non-deductible premiums and receives Tax-Deferred cash values and Tax-Free death benefit proceeds from the Arbtron® Investment Group Corporation, The Arbtron® Holding & Trust LLC,  and the Arbtron® Financial Group, LLCs when properly structured and Legally approved in its  Accumulation & Preservation of Wealth Strategies.

The Companies Retain the COLI cash values, and the Reserves are not subject to taxation during the accumulation period. The company does not need to pay the income tax cost. It retains Full Interest or the gains that remain within the Asset while enjoying the benefits of Tax-Deferred growth and/or Compound Returns with the goal of  Accumulation and Preservation of Wealth and Corporate Growth.

When properly structured, the Arbtron® Investment Group, Inc. COLI, and its Holding & Trust LLC, as well as Arbtron® Fianical Group, LLC, can be valuable assets for Tax-Deferred Advantages while reducing the risk associated with other Commercial  Real Estate investment factors to Offset account balance & other Liability. Bank-owned life Insurance (BOLI) is Life Insurance in which the Corporation owns or a Bank has financial interest used as a tax-efficient method for Offsetting costs of employee benefit programs.

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