ERIKA NOLAN is Executive Director of The Sovereign Society—an offshore, asset protection and international finance organization—as well as cofounder of N&C International Wealth Consultants, LLC. She is a highly respected expert in global investments, tax havens, and international asset protection. MARC-ANDRÉ SOLA is a Swiss attorney and cofounder and managing partner of NMG International Financial Services Ltd., and a highly sought-after speaker on topics ranging from asset protection to estate planning.SHANNON CROUCH is Associate Publisher of The Sovereign Society and cofounder of N&C International Wealth Consultants, LLC.

• Acknowledgments ixINTRODUCTION A New Generation of Savers and Investors Have Brought Certainty to Their Financial Future—and So Can You! 1CHAPTER 1 Welcome to the Twenty-First Century 5The Lessons of the First Decade and the Historical Precedent for Today’s "Unprecedented" CrisisCHAPTER 2 Passing the Wealth Baton 27Building a Sustainable Investment and Savings Plan to Ensure a Solid Financial FutureCHAPTER 3 An Age-Old Solution to Insure Your Portfolio 85Meeting All the Requirements of the Real WorldCHAPTER 4 Finding the Right Policy to Meet Your Financial Goals and Secure Your Peace of Mind 107CHAPTER 5 The Importance of a Jurisdiction for Your Insured Portfolio—Plus Our Top Recommendations 141CHAPTER 6 Heading Out into the Unknown with Confidence 171APPENDIX A Examples of How Private Placement Policies May Be Used 185APPENDIX B Further Resources and Reading 195Notes 221Glossary 225About the Authors 233Index 237

ERIKA NOLAN is Executive Director of The Sovereign Society—an offshore, asset protection and international finance organization—as well as cofounder of N&C International Wealth Consultants, LLC. She is a highly respected expert in global investments, tax havens, and international asset protection. MARC-ANDRÉ SOLA is a Swiss attorney and cofounder and managing partner of NMG International Financial Services Ltd., and a highly sought-after speaker on topics ranging from asset protection to estate planning.SHANNON CROUCH is Associate Publisher of The Sovereign Society and cofounder of N&C International Wealth Consultants, LLC.

• Acknowledgments ixINTRODUCTION A New Generation of Savers and Investors Have Brought Certainty to Their Financial Future—and So Can You! 1CHAPTER 1 Welcome to the Twenty-First Century 5The Lessons of the First Decade and the Historical Precedent for Today’s "Unprecedented" CrisisCHAPTER 2 Passing the Wealth Baton 27Building a Sustainable Investment and Savings Plan to Ensure a Solid Financial FutureCHAPTER 3 An Age-Old Solution to Insure Your Portfolio 85Meeting All the Requirements of the Real WorldCHAPTER 4 Finding the Right Policy to Meet Your Financial Goals and Secure Your Peace of Mind 107CHAPTER 5 The Importance of a Jurisdiction for Your Insured Portfolio—Plus Our Top Recommendations 141CHAPTER 6 Heading Out into the Unknown with Confidence 171APPENDIX A Examples of How Private Placement Policies May Be Used 185APPENDIX B Further Resources and Reading 195Notes 221Glossary 225About the Authors 233Index 237

ERIKA NOLAN is Executive Director of The Sovereign Society—an offshore, asset protection and international finance organization—as well as cofounder of N&C International Wealth Consultants, LLC. She is a highly respected expert in global investments, tax havens, and international asset protection. MARC-ANDRÉ SOLA is a Swiss attorney and cofounder and managing partner of NMG International Financial Services Ltd., and a highly sought-after speaker on topics ranging from asset protection to estate planning.SHANNON CROUCH is Associate Publisher of The Sovereign Society and cofounder of N&C International Wealth Consultants, LLC.

• Acknowledgments ixINTRODUCTION A New Generation of Savers and Investors Have Brought Certainty to Their Financial Future—and So Can You! 1CHAPTER 1 Welcome to the Twenty-First Century 5The Lessons of the First Decade and the Historical Precedent for Today’s "Unprecedented" CrisisCHAPTER 2 Passing the Wealth Baton 27Building a Sustainable Investment and Savings Plan to Ensure a Solid Financial FutureCHAPTER 3 An Age-Old Solution to Insure Your Portfolio 85Meeting All the Requirements of the Real WorldCHAPTER 4 Finding the Right Policy to Meet Your Financial Goals and Secure Your Peace of Mind 107CHAPTER 5 The Importance of a Jurisdiction for Your Insured Portfolio—Plus Our Top Recommendations 141CHAPTER 6 Heading Out into the Unknown with Confidence 171APPENDIX A Examples of How Private Placement Policies May Be Used 185APPENDIX B Further Resources and Reading 195Notes 221Glossary 225About the Authors 233Index 237