Two Bucket System

Two Bucket System Graphic

Public Assets

  • Home

  • Business

  • Real Estate

  • Stocks

  • Bonds

  • CDs

  • Mutual Funds

  • Savings & Checking Accounts


Assets are Subject to:

  • IRS

  • State Taxes

  • Secured Creditors

  • Unsecured Creditors


Your Family Gets What Is Left Over!


Private Assets

  • Life Insurance

  • Fixed/Variable Annuities

  • Retirement Accounts


Potential Benefits to Assets

  • Tax Deferred Growth (No 1099s)

  • Death Benefit Not Subject to Income Tax (Life Insurance)**

  • Possibly Self Completing for Disability Income (Life Insurance)

  • Potential Non Taxable Income (Life Insurance)***


Your Family Receives Assets in Days, Not Months!


The Nautilus Group Logo Color
Eagle Logo (Blue)
Million Dollar Round Table Logo Black
NAIFA Logo Color
Greater Shreveport Chamber of Commerce Logo Color

624 Texas Street, Suite 102
Shreveport, LA 71101

Phone: 318-424-1116
Fax: 318-424-2151