How to Build Your Own « Custom »

Tax Free Estate Fund

➢  Corporate and personal tax efficiency

➢  Create significant inheritance leverage

➢  Non-taxable throughout life and at death

➢  Comparable to fixed income securities

➢  6% participating dividend payout in 2021-2022

➢   Average return of 7.4% in the last 25 years

  with little risk

➢   Conservative style portfolio (68-17-15)

➢   Advantage in standardizing the return

  process (smoothing risk technique)

➢   An additional ASSET to significantly

  increase your wealth