The Strategy Library

Blueprints engineered for Protection, Growth, and Impact.
Close-up of a walnut and sage green architectural plan cabinet with an open drawer revealing organized blueprints, symbolizing a vault of financial strategies.

We believe in verification, not just education.

This is the central repository of our technical analysis. Here, we deconstruct complex insurance instruments and other financial essentials into their component parts. 

Whether you are exploring options for yourself or an advisor partner verifying a proposal for a client, these guides are designed to help you understand the engineering behind the strategy. 

Taxevity icon for the Immediate Financing Arrangement (IFA) strategy, showing a single capital base (pyramid) funding both insurance protection and investment growth (two arrows).

Immediate Financing Arrangement (IFA)

A powerful way to get insurance Protection and investment Growth with the same capital.

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