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Private Placement Life Insurance

Richard C. Schmitz is the Chairman & CEO of Westport Advisor. Westport develops vehicles that enable individuals and institutions to make tax-efficient investments in hedge funds, private equity, real estate and other alternative assets. He previously lead the insurance practice at Wilson Harvey Browndorf. As Managing Director, he assisted high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures and oversees the marketing and development of the firm’s insurance practice. He also consulted with firm clients about the implementation, reporting, and analysis aspects of their investment portfolios.

For Financial Professional Use Only. This material may not be used with the public.

The material presented herein is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. Although the following materials and discussions are brought to you by Cavalier Associates and WealthCounsel through the America’s Top Planner promotion, the opinions, discussions, perspectives and legal views expressed are those of the participants only, and do not necessarily reflect the views, opinions, or advice of Cavalier Associates or WealthCounsel. This material is for informational purposes only and should not be relied upon for legal advice. Although many of the topics presented may involve tax, legal, accounting, financial, or other issues, neither Cavalier Associates nor WealthCounsel are in the business of offering such advice, and hereby expressly disclaim any liability for unwarranted reliance on the discussions or materials provided herein. The following material was not intended to be used, and cannot be used, for the purpose of avoiding compliance with any laws or regulations generally applicable within the United States, specifically including without limitation, tax and estate planning laws. Individuals interested in these topics should consult with their own professional advisors to evaluate or pursue legal, tax, accounting or financial planning strategies. Additionally, Insurance Companies that may participate directly or indirectly in live events or general promotion do not endorse any of the planning ideas or individuals who have submitted said ideas.