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Total Opportunities
3registered
Total Investment Pipeline
$29.0Mcapital
In Carrier Structuring
2active cases
Trust Allocation
100%trust situs
Status:
CV

Charles Vance

Trust: The Vance Family Dynasty Trust

Registered on Oct 02, 2026 • Contact: cvance@vanceholdings.com • (561) 555-0142

Status:
Run Illustration
Investment & Years

$10,000,000

Over 4 Years ($2.5M/yr)

Net Worth & Income

$45,000,000 NW

Income: $3,200,000/yr

Demographics & Health

Age 58 • Male

Non-SmokerPreferred Best
Address & Trust Situs

450 Ocean Drive, Palm Beach, FL 33480

Trust Situs: South DakotaState Differs

Health & Medical Underwriting Context

Excellent cardiovascular health, annual comprehensive executive physical spotless, runs 15 miles/week, no daily prescriptions.

Existing Life Insurance & 1035 Suitability

$5M 20-Year Term Policy with Lincoln Financial (expiring 2027)

Attached Files & Verification Documents

3

Vance_Family_Office_Balance_Sheet.pdf

2.4 MB • Oct 02, 2026

Lincoln_Term_Dec_Page.pdf

1.1 MB • Oct 02, 2026

SD_Dynasty_Trust_Draft.pdf

3.7 MB • Oct 04, 2026

Advisory Notes & Activity Log

2 past notes
Posting as: Advisor
AdvisorOct 02, 2026 • 10:15 AM

Met with Charles and his family office counsel. Primary objective is transferring liquid capital into PPLI to eliminate state/federal tax drag on private credit yields.

AdvisorOct 05, 2026 • 02:40 PM

Carrier preliminary review received from Prudential & Pacific Life. Requested customized illustration reflecting 4-year funding schedule.

DR

Dr. Samantha Reed

Trust: The Reed 2025 Asset Protection Trust

Registered on Oct 06, 2026 • Contact: sreed@biotechpartners.org • (312) 555-0819

Status:
Run Illustration
Investment & Years

$4,000,000

Over 5 Years ($800,000/yr)

Net Worth & Income

$19,500,000 NW

Income: $1,450,000/yr

Demographics & Health

Age 52 • Female

Non-SmokerPreferred
Address & Trust Situs

1200 Lake Shore Drive, Apt 28B, Chicago, IL 60611

Trust Situs: DelawareState Differs

Health & Medical Underwriting Context

Mild history of exercise-induced asthma in college, no current medications, normal cholesterol and BP.

Existing Life Insurance & 1035 Suitability

None currently in place

Attached Files & Verification Documents

1

Reed_Liquidity_Event_Summary.pdf

1.8 MB • Oct 06, 2026

Advisory Notes & Activity Log

1 past notes
Posting as: Advisor
AdvisorOct 06, 2026 • 11:30 AM

Liquidity event following sale of specialized diagnostic clinic. Client CPA recommended evaluating private placement life insurance before year-end.

DK

David Kensington

Trust: Kensington Dynasty Asset Trust

Registered on Oct 08, 2026 • Contact: dkensington@kensingtongrp.com • (415) 555-9321

Status:
Run Illustration
Investment & Years

$15,000,000

Over 3 Years ($5,000,000/yr)

Net Worth & Income

$62,000,000 NW

Income: $4,100,000/yr

Demographics & Health

Age 64 • Male

Non-SmokerStandard Plus
Address & Trust Situs

88 Montgomery St, Suite 1400, San Francisco, CA 94104

Trust Situs: NevadaState Differs

Health & Medical Underwriting Context

Mild hypertension well-managed with 10mg Lisinopril for 6 years. No other cardiac or metabolic concerns.

Existing Life Insurance & 1035 Suitability

$3M Northwestern Mutual Whole Life policy (cash surrender value $1.2M)

Attached Files & Verification Documents

2

PacLife_PPVUL_Illustration_Run.pdf

5.2 MB • Oct 08, 2026

NW_Mutual_Inforce_Ledger.pdf

920 KB • Oct 08, 2026

Advisory Notes & Activity Log

2 past notes
Posting as: Advisor
AdvisorOct 08, 2026 • 09:00 AM

Preliminary illustration generated for Pacific Life PPVUL. Proposed 1035 exchange of existing Northwestern Mutual policy cash surrender value into initial premium deposit.

AdvisorOct 08, 2026 • 04:15 PM

Trust attorney confirmed Nevada trust situs provides 365-year perpetuity period and superior asset protection.