Acclivity West is a California based firm specializing in the life settlement market.
We offer an alternative investment solution, not correlated to the stock, bond or real estate market. This dynamic investment can offer exceptional returns and preferential tax treatment. This market was originally designed for large or corporate investors. Acclivity West used this experience to introduce this unique investment to the individual investor.
A life settlement is the sale of an existing life insurance policy, and is based on the insured’s advanced age. We focus on life settlements because we don’t want to expose our investors to risk due to the subjectivity of a health diagnosis.
Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar (The Wealth Counselor, Volume 8, Issue 12)
Volume 8, Issue 12
The Wealth Counselor
Be Your Clients' Hero: Decision Time for Income Ta