Lief Simon Invites You To Join Him For His:
Global Asset Protection And Wealth Summit
Oct. 21–23, 2015
Panama City, Panama
  • Increase your wealth...
  • Defend what you've already got...
  • Minimize your tax burden...
  • Protect and provide for your heirs...
  • Take back your personal privacy…
  • Lief Simon

    Dear Live and Invest Overseas Reader,

    My associates and I have put together the most strategic, take-action, offshore investment and diversification event in our history.

    In short, this is your chance to make your own plan for diversifying your life, your wealth, your investments, and your future offshore... with help from the world's leading and most experienced offshore advisors.

    Never before in the history of the United States has your wealth been more vulnerable than it is right now. This is not just true for the super-rich… it’s true no matter who you are and regardless of how much you’ve managed to build for yourself.

    The bad news is that there's more hardship to come. Inept politicians, bankrupt municipalities, and a runaway budget deficit all point to new and higher taxes that will have a huge impact on every productive American's pocketbook.

    The rising threats to your wealth—and the money-moving restrictions levied by the Dodd-Frank and HIRE Acts—have now made it imperative that you act sooner rather than later.

    So, if you really want to protect your wealth, now and for your future, you have one sensible course of action that can neutralize or minimize these threats:

    Diversify offshore: This is an idea whose time has come.

    This is why I've pulled together the world’s top offshore experts for the Global Asset Protection And Wealth Summit.

    But before getting into the Summit’s details, I’m going to make a few important points.

    1: U.S. debt has now exceeded its gross domestic product.

    June 29, 2015, Greek citizens woke up to find their banks closed. There was no warning and no chance to make a last-minute withdrawal to hold them over.

    No credit card transactions, no debit cards, and no checks.

    People lined up around the block for ATMs, just to get the few bucks they were allowed in the short time before the ATMs ran out of cash.

    Greece: no money, no warning...
    Image from The Guardian

    This was no surprise to most of the world. We’ve watched as Greece spent their way into oblivion—spending far more than they take in—secure in the belief that the rest of Europe would be foolish enough to keep pouring money into their country.

    Miraculously, on July 12, Europe proved it was indeed foolish enough to bail Greece out again. But make no mistake… they’re in their last spiral before heading down the drain of economic ruin.

    Relieving unpayable debt by taking on more debt is a recipe for an even-bigger disaster.

    So everyone’s heard about Greece. Forbes recently reported on the world’s worst indebted nations, based on percentage of debt to GDP. Greece was in position two, after Japan.

    But what was shocking was to see that the United States was close behind them, having worked our way up to position six.

    U.S. debt, as of June 2015, is a whopping 103% of our GDP: a level seen only once in our history, at the end of WWII.

    Most of the world is in far better shape than we are. And almost everyone in the United States is thinking “Nothing like Greece can happen here…”

    In fact, there’s no way to predict when the house of cards will topple. That’s why so many of the world’s citizens lately have been caught by surprise when their accounts were frozen, when banks closed, or when their savings were lost.

    But, as we’ve seen with Greece, the penalty for over-indebtedness is always the same… even here in the United States.

    2: Our assets are no longer secure, and asset seizure is not subject to due process.

    Mandrel Stuart was the 35 year-old owner of a small barbecue restaurant in Staunton, Virginia: Smoking Rooster’s BBQ Pit and Caribbean Cuisine.

    One day while on his way to buy restaurant supplies, he was stopped on suspicion of having improperly tinted windows on Interstate 66 in Fairfax.

    This is all that’s left of Smoking Rooster’s BBQ
    The Washington Post

    He had US$17,550 in cash in his car.

    The money was confiscated by the police… even though he was never accused of a crime, and hadn’t done anything wrong.

    Mandrel decided to fight. And when the government offered to give him half of his money back, he demanded a jury trial.

    He eventually won, and they gave all of his money back, including his US$12,000 in legal fees.

    But, in the meantime, he lost his business because he couldn’t cover his overheads without that money. Smoking Rooster’s is permanently closed.

    And this is not an isolated event. It’s become an alarmingly frequent occurrence. 

    Lyndon McLellan
    The Daily Signal

    Lyndon McLellan has been running the L&M Convenience Mart in rural Fairmont, North Carolina, for more than 10 years. One day, without warning, the IRS confiscated his life savings of US$107,000… money that had taken him more than 13 years to save.

    He was not charged with any crime.

    And, indeed, after a fight, he got his money back… but the government refused to compensate him for over US$19,000 in legal and accounting fees.

    Carole Hinders had owned and operated Mrs. Lady’s Mexican Food in Spirit Lake, Iowa, for over 38 years before the IRS swooped in and cleaned out US$33,000 from her bank account.

    Because Carole runs a cash-only business, it’s necessary to make frequent bank deposits to minimize the amount of cash in the restaurant. As a result, the IRS accused her of making deposits of less than US$10K in order to avoid them being reported by the bank.

    This is an all-too-common occurrence, and it’s happened with many business owners.

    Carole Hinders
    Des Moines Register

    They took all of her money, and now she has to sue to get it back.

    I've seen dozens of similar accounts while researching this topic. Asset seizures by the government are at an all-time high, and you don't need to have done anything wrong to have your property confiscated.

    A 10-month study by The Pittsburgh Press showed that 80% of the people who lost property to the federal government were never charged.

    And, as with Mandrel, Lyndon, and Carole, most of the seized items weren't the luxurious playthings of drug barons but the hard-earned savings and property of ordinary people.

    3: We’re all potential targets of devastating lawsuits.

    Just about everyone is a potential target for a lawsuit today. Over 19 million lawsuits are filed in the United States each year. We have 5% of the world's population, 80% of the world's lawyers, and 90% of all lawsuits.

    It's worse if you own a business, investment properties, or if you practice a profession. In these cases, you have one-in-three chance of being named in a lawsuit... this year.

    As most of us know, you don’t have to be negligent to lose everything you own to a lawsuit. You just need to have assets worth targeting.

    4: Your retirement funds are not sacred, and they’re not safe.

    Many of us feel that we can’t be totally wiped out, because most of our wealth is in retirement savings, which are sheltered from lawsuits.

    This is not true.

    If you’re part of an employer-sponsored retirement plan or 401(k), you are indeed protected by federal law. But, if your funds are now in an IRA or you have a Solo 401(k), then you’re at the mercy of state regulations.

    Some states hang you out to dry, leaving all of your IRA retirement funds exposed to plaintiffs… some protect part of your IRA… and some have protection similar to the federal government’s.

    It’s a dangerous lottery in which the rules of the game depend on which state you’re sued in.

    And all bets are off when it comes to an ex-spouse. I’ve recently reviewed cases where they were even able to claim employer retirement plans—many years after the fact—by claiming that their needs were overlooked or that they were treated unfairly.

    5: Significant federal tax increases are required just to maintain the nation’s debt at current levels.

    You can't escape your ever-increasing share of taxes. And I can guarantee you that your tax burden of today will not be your tax burden of the future.

    As one of society's productive members, the responsibility for the country’s fiscal dilemma will fall to you.

    Let's look at just one small example: public pensions.

    When Detroit declared bankruptcy, they revealed that the shortfall for retiree medical benefits and pensions was more than US$8 billion. And Detroit is just the tip of the iceberg. The New York Times subsequently reported that Chicago's shortage is a staggering US$19.5 billion... not counting the teachers retirement fund, which is at the point of collapse.

    Nationwide, the pension gap is a staggering US$2.7 trillion, according to studies done by both The Economist and Reuters. That's an unbelievable 15.5% of our GDP in public pension shortfalls alone.

    And you can bet those hard-earned pensions will be paid... and the tab will fall to those of us who are able to pay... those with savings or assets that can be taxed.

    And, remember, these pensions are just one tiny part of the overall burden that someone needs to cover.

    6: Your estate can fall prey to taxes and lawyers.

    Elvis Presley

    When the king of rock ‘n' roll died in August 1977, his estate was valued at more than US$10 million. Unfortunately, Elvis Presley's will wound up going through probate, and it took three years for the lawyers to work things out in court. Finally, the court ruled that the estate should pass to his only daughter, Lisa Marie.

    But Lisa Marie Presley didn’t get the US$10 million. Between taxes and legal fees, Elvis's estate was reduced to just US$3 million.

    Yes, 70% went straight to the taxman and the lawyers, while his daughter was left with just 30 cents on the dollar.

    Another king, however, was the Oil King H.L. Hunt, and his story has a far-different ending.

    Just prior to his death in 1974, Hunt's net worth was an estimated at US$2 billion... that's about US$9.6 billion in 2015 dollars.

    But, fortunately, this king was better prepared. He had carefully distributed his assets into all sorts of legal structures—funds, trusts, life insurance... you name it.

    After his death, the only asset that could be linked to H.L. Hunt was a pick-up truck worth US$2,000—hardly worthy of a courtroom battle. His fortune remained intact.

    Frankly, this tale of two kings reflects your two estate-planning options: preserve it or give much of it away.

    The moral of the story is this: Only you have control over your wealth. You—not the government, creditors, litigants, or the banks—get to decide what happens to your assets, now and in the future.

    7: There’s a risk to having all of your assets in U.S. dollars.

    Currency diversification may be one
    of your most-important strategies...

    And aside from litigation, seizures, and taxes, the very currency that we're saving is losing value to inflation and devaluation.

    Frankly, Greenback-holders have had their ups and downs. Overblown budgets and misguided demands to create more money out of thin air have left the dollar's future uncertain.

    But, even if the dollar were stable, having 100% of your assets in dollar-based investments or dollar-valued real estate is simply not good planning.

    You don't have a diversified portfolio if all your assets are in one currency... any currency.

    8: Our personal privacy is a thing of the past.

    Over the past several years, volumes have been written about the U.S. government spying on its citizens. So much, in fact, that I'm sure I don't need to talk about it here.

    Gone: private calls and email...
    The Guardian

    But there are two serious incidents that I'd like to highlight today. One is a court ruling... stating that "warrantless cellphone location tracking" is not a violation of our Fourth Amendment right to privacy. Specifically, cellphone companies can give the government all data about where you've physically been, without a warrant.

    Did you stop to watch an anti-war demonstration? Pause to tie your shoe in front of an adult book store? Have dinner in a Middle Eastern restaurant? Stop by a gun shop?

    If so, you may be on a list as an anti-war activist, a pervert, or a terrorist, based on continuous, unfettered access to your physical location.

    And if that weren't enough, a program called X-Keyscoreis a U.S. government spying operation that tracks basically everything you do on the Internet and everywhere you've been.

    And even when a warrant is required for citizen spying, it’s often approved by the FISA court: a secret court, right out of the Soviet era. Don’t look for any accountability to the citizen here…

    The right to privacy as we've known it—both financial and personal—is gone.

    This Is All 100% Avoidable
    Profit While Protecting Your Assets, Saving On Taxes
    And Regaining Privacy

    You could do nothing... and when a crisis comes, at least you'll have the company of everyone else who's doing nothing.

    Or you can take control and be the master of your own financial future.

    That is, you can position yourself for a world of new opportunities, while preserving everything you've earned so far.

    I have dozens of colleagues and friends—many of them readers like yourself—who calmly sailed right through the last recession because they were internationally diversified.

    And I'm not suggesting that you do anything illegal. Far from it. It's a matter of organizing your assets using legal strategies that make it impossible for anyone to seize them... and, in many cases, for the taxing authorities to tax them.

    Going this route, you get to enjoy more of your money today... protect your retirement nest egg from further crises... and, when you're gone, still leave behind something for the people you care about, without the additional pain of a huge tax bill or an expensive and lengthy probate process.

    Really, the decision to take action should be easy.

    The Time Has Come To Create
    Your Emergency Exit… Your Back Door

    And that's precisely what I intend to help you do: help you create your emergency exit… along with my top advisors in the areas of offshore diversification, asset-protection, banking, taxes, financial structures, and investments.

    We’ll help you tailor your own personal plan at this year’s Global Asset Protection And Wealth Summit.

    Global Asset Protection And
    Wealth Summit

    Oct. 21–23, 2015
    Panama City, Panama

    Protect What's Yours... Pay Less Tax... Make A Profit...
    And Have The Adventure Of A Lifetime...

    I've done it... thousands before you have done it.

    And now you can do it.

    • Drastically reduce your tax obligations or even live income-tax free...

    • Set up an iron-clad defense against future litigation, frivolous suits, or divorce actions...

    • Discover the 5 easiest places to obtain offshore residency, often without having to even live there...

    • Get to know the world's best havens for bank privacy and legal offshore structures...

    • Discover 3 ways to profit from the best international real estate investment opportunities...

    • Learn the value of holding physical precious metals offshore; something that can be legally non-reportable to the IRS...

    • Learn the many benefits of incorporating and doing business in an offshore location…

    • Discover 6 easy ways to diversify safely outside the U.S. dollar to obtain a truly diversified portfolio...

    • Rediscover the true privacy that existed in the United States 50 years ago.

    Over three information-packed days, you'll connect with the experts who represent the gold standard in today's
    offshore world...

    Limited Attendance:
    For A Select Group Of Forward-Thinking People

    When you join me and my staff of international experts at my 2015 Global Asset Protection And Wealth Summit, you'll not only be handed a comprehensive roadmap to the offshore world...

    ...but we'll also help you build your own personal plan, tailored to your specific needs and lifestyle desires.

    If you act now to diversify, you still have options... and big opportunities to profit abroad.

    Don’t Pay One Penny More In Taxes Than Legally Required

    Apple Computers managed to avoid paying US$12.5 billion in U.S. taxes in just two years. And, over a four year period, they managed to shelter US$40.4 billion in earnings. But the big news is that Apple did absolutely nothing wrong... it was entirely legal.

    “This strategy is
    not just for big corporations…
    it works well
    for the little
    guy, too.”

    In fact, they owe it to their shareholders not to pay one penny more in taxes beyond what's legally required. They'd be irresponsible to do otherwise.

    And you shouldn't pay one penny more than necessary either.

    The strategy Apple employed is simple, and it's not just for multinational corporations or the megawealthy either. Almost anyone can benefit from the same tactics.

    A retired friend of mine—with an earned income of less than US$50,000—uses the same idea to legally avoid taxes on almost all of his income. In fact, I use the same principles myself.

    Unfortunately, most people think these strategies don't apply to them... and end up paying far more in taxes than they need to.

    At this year’s Global Asset Protection And Wealth Summit, our team of international experts will show you exactly how you can maximize your tax savings.

    And what's more, we'll coach you through your own personal strategy if you'd like a one-on-one consultation.

    Earn Up To US$201,600 Per Year, Tax-Free

    It's normally not worth it to set up your own company—either at home or overseas—just to minimize your taxes. But if you're inclined to be an entrepreneur or already have your own business, then you ought to weigh the costs of transplanting your business residence beyond U.S. shores.

    Don't pay a cent more in taxes than
    what's legally required

    By setting up a company in a tax-free jurisdiction, you can draw a salary up to the value of the Foreign Earned Income Exclusion and not pay any federal income tax on that actively earned income.

    The maximum exclusion for 2015 is US$100,800. And if your spouse is an employee of the company, you can double your tax-free earnings to US$201,600.

    And better yet: If the business is operating from a country that doesn't tax foreign-sourced income, the result could be that the money is entirely tax-free.

    Yes, some effort is required to organize things so that your structure is effective and compliant, but the tax advantages of incorporating offshore can be huge.

    Legally avoiding taxes is among the most important topics we'll be covering—from a number of angles—at my Global Asset Protection And Wealth Summit.

    Shield From Lawsuits, Claims,
    And Unfair Judgements

    “The quality of the event was excellent. I am glad I did
    not delay.”

    --Carlos R., United States

    In the United States, a new litigation suit is filed every few seconds... about 19 million civil cases per year. The most newsworthy targets are large corporations... but, more often than not, the suits are against average homeowners, car owners, small-business proprietors, former spouses, or heirs.

    Everyone is a target, and the more assets you have, the bigger target you are.

    By far, the best way to protect your assets is by moving them offshore. Your assets will be outside the realm of U.S. judgment and almost impossible for those creditors, litigants, or ex-spouses to get their hands on.

    When we meet for the Global Asset Protection And Wealth Summit in Panama City, you can come away with a virtually iron-clad system for keeping your assets safe from judgments in the United States.

    Discover The Power Of A
    Foreign Residency... Or Two

    Obtaining residency in another country provides you with more flexibility and security than any strategy you can employ.

    “Good exposure to some really interesting opportunities for investment and income outside of the
    United Estates.”

    --Joe S., United States

    With a residency visa, you have full access to the local banking system, financial services, and equity markets. And often you can easily establish the overseas location as your "tax-home"... a legal move that could save you thousands.

    In many countries, there is no requirement that you actually live there to obtain residency... and you only need to put in an appearance now and then to keep it current.

    Another advantage is that residency usually leads to citizenship, allowing you to obtain an all-important second passport... the ultimate back-up plan.

    And, most importantly, a foreign residency guarantees you another place you can call home... a place you’re always welcome should you want or need to go there.

    This is the best in asset and litigation protection... and the more residencies you have, the better.

    At the Global Asset Protection And Wealth Summit, my team and I will guide you throughout the best and easiest places for obtaining foreign residency and cover the pros and cons of each country.

    Discover The World’s Best Financial And
    Privacy Havens, From Professionals And Expats Who Actually Live There

    One critical benefit of participating in this Global Asset Protection And Wealth Summit is that you'll get to know the world's best jurisdictions for setting up offshore entities or banking operations.

    Places like Panama, Uruguay, and Belize, for example, have stood out in the world of offshore banking and asset protection for years and continue to rank at the top of the list today.

    Held In Panama For Good Reason

    Panama is a world leader in the area
    of asset protection

    When we sat down to decide where in the world to hold this Global Asset Protection And Wealth Summit, we didn't have to deliberate very long.

    If you've been reading these dispatches for any time, you realize already that Panama is one of the world's top offshore havens. The country welcomes both foreign retirees and investors with open arms.

    When setting up offshore entities to protect your assets, you'll find Panama’s financial-services sector
    covers any possible service that you’ll need.

    And, as a foreign resident, you can pay zero income tax in Panama.

    Panama is one of the easiest places in the world right now to obtain foreign residency thanks to its Friendly Nations visa. It's a top offshore banking haven. And this beautiful country hides the smartest beach, city, and mountain property buys anywhere on the planet today. And it doesn't hurt that so many people here speak English.

    For all these reasons, the selection of Panama for my Global Asset Protection And Wealth Summit was an easy choice.

    At the event, I'll have the resources on hand to help you discover Panama and all it has to offer the offshore investor and the potential resident.

    Belize: An English-Speaking, Frequently Overlooked Haven Where You Can Reduce Your Tax Burden To Zero

    You don't want to organize your life overseas around tax code. And, in fact, protecting your wealth and planning a new life overseas are usually separate strategies. But sometimes the two agendas can converge...

    That is, it can be possible to relocate to the paradise of your fondest daydreams... while reducing your tax burden: maybe to zero.

    This is the case in Belize.

    Belize can be a haven for your money…
    and a paradise for your retirement...

    It's a country that rolls out the welcome mat, offering significant benefits for foreign residents, including seriously appealing tax advantages.

    And, better yet, Belize is one of the easiest places in the world to become a full-fledged legal foreign resident.

    Also, it's one of the countries I mentioned above where you don't have to take up residence full-time. A month per year is all it takes to qualify.

    And, as a full-fledged Belize resident, there's something else you may never have to do again: pay income taxes.

    "The level of experience, knowledge, and competence is top-shelf. Primarily, I appreciated the sincere and honest approach of the organizers and all the presenters, as well as the obvious desire to give participants complete, accurate, timely, and appropriate information and to answer questions thoroughly."

    --Andrew F., United States

    When you hear talk of offshore accounts and private banking centers, places like Austria, Liechtenstein, and the Cayman Islands probably spring to mind.

    But Belize is not normally an offshore jurisdiction you see flaunted in the advertising pages of glossy in-flight magazines. That's the way Belizeans (and those putting their money here) like it. Under the radar suits them just fine.

    While no one has been paying any attention, Belize has developed into one of the world's safest and most stable banking havens. Belizean banks are required by law to maintain liquidity levels of 24%. That's unheard of anywhere else in the world.

    And it's how Belize managed to escape the recent financial meltdown that shook much of the rest of the world.

    The even better news is that opening a bank account in Belize is a straightforward process. You don't need to be physically present in the country, and no minimum deposit is required. You could even open an account at our event.

    At the Global Asset Protection And Wealth Summit, we'll have bankers, expats, and developers from Belize to show you the ropes of this premier offshore haven.

    Asset Protection: Not Just About The Americas

    At this unique event, our team of experts will consider the best opportunities in the world, including not only the Americas, but some of Europe’s premier havens as well.

    We’ll show you how to:  

    • Safeguard your assets…

    • Minimize your tax-burden...

    • Make sure your estate is preserved and passed on to your heirs...

    • Keep your private affairs private.

    Real Estate:
    The Ultimate Tool In Asset Protection

    And A Foreign Asset That You Don’t Have To Declare To The IRS

    Believe it or not, you can own a second home in a foreign country (whether for investment or personal use), and you are not obliged to inform the U.S. tax authorities.

    Investors are earning incomes
    of over 8%... plus capital

    And a piece of real estate is the ultimate tool in asset protection... it's impossible for anyone in the United States to seize and repatriate it.

    The beauty of this is that you don't have to be super-rich to use real estate overseas to protect your wealth. Opportunities to buy land, houses, and apartments—for both investment and personal use—exist at all price levels.

    And, while not liquid, real estate can fill a number of needs in your portfolio, aside from serving as a seizure-proof asset.

    You can hold real estate for potential capital gain. And, even more popular these days, it can serve to generate a handsome income... in some markets, easily 8% or more.

    Another benefit of holding international real estate is that it often allows you to diversify outside the U.S. dollar and generate nondollar income.

    But the biggest advantage is that—in addition to capital gains, income, and currency diversification—you can also use your real estate investment as your vacation home or retirement home.

    At the Summit, our experts will analyze the best places in the world to invest in real estate and even show you specific opportunities in the markets we believe have the best potential.

    The Secrets Of Foreign-Kept Precious Metals…
    Another Asset Legally Under The IRS Radar

    “I can't tell you how good it feels to get straight answers to my questions... no hype and no baloney. Finally, I'm getting the information and the advice I need.”

    --Timothy S., United States

    This may surprise you, but the U.S. government doesn't consider precious metals to be the equivalent of money. That is, you can buy gold, silver, platinum—or any other precious metal overseas—and not have to report it to the IRS.

    It's another medium of exchange (aside from real estate) that still can remain secret... legally.

    The ideal way to invest in precious metals is to hold the physical metals yourself—in your own name—in a secure offshore storage facility.

    With devaluing currencies the world over, the precious metals asset class is one of the smartest strategies you can
    employ right now... and one of the safest
    assets you can hold long-term.

    Most investors have chosen gold as their safe-haven investment, which is no surprise: Gold is not made of paper, and it's had its own intrinsic value for thousands of years.

    Leading-Edge, Savvy Investors Look Beyond Gold And Silver

    Physical ownership of rare, strategic metals (in industrial form) is a new, alternative, and conservative means of investing. It's a powerful long-term asset protection strategy and wealth preservation option... a new asset class.

    National Geographic magazine referred to these rare and strategic metals as the "secret ingredient in almost everything." These metals are found in items such as your car, cellphone, flat screen TV and monitor, tablet, clothing, computer, and even medicine, to name just a few. In fact, strategic metals are now utilized in 80% of all manufactured products.

    And it's important to note a major difference between rare and strategic metals and precious metals like gold and silver.

    Strategic metal prices are influenced by industrial supply and demand factors and are not vulnerable to the unpredictable, speculative, and manipulative forces that often affect precious metal values.

    When you join me and my invited guests at this year’s Global Asset Protection And Wealth Summit, we'll show you the safest and most cost-effective options for storing your own physical metals abroad—precious or strategic—under your direct ownership and control.

    I’ll Introduce You To Some Offshore Options You May Not Have Considered

    Once you open your eyes to the world of offshore asset protection and investing, you'll discover a whole world of opportunity that doesn't exist within U.S. boundaries.

    “Attending sessions and being able to visit with speakers on a one-to-one basis was wonderful.”

    --James C., United States

    For example, a popular investment is to make cash investments with property developers. These investment loans—usually secured by property—typically pay interest rates that are well above market rates.

    Granted, there are a lot of fly-by-night developers out there... but there are a lot of solid developers too, with long track records of success, who fund their projects this way. These are the developers we seek out to bring to your attention.

    My team and I will also present opportunities for you to co-invest with developers: a strategy that often has a larger upside potential than making a loan.

    Also, many people don't realize that the 5% savings account and the 6% CD are alive and well in a number of offshore jurisdictions.

    And, with an offshore presence, you'll also have the chance to invest in stocks, funds, and markets that simply aren't available within the United States only because they choose not to work under the heavy burden of U.S. regulations.

    At this Global Asset Protection And Wealth Summit, we'll bring the safest, tried-and-true opportunities to the table for your review.

    Offshore Banking Can Be Your Simplest And Easiest First Step Into The Offshore World

    Contrary to what many think, you don't need to be a multimillionaire to participate in the world of offshore banking.

    “I enjoyed this seminar very much. I don't know how you got so many knowledgeable people in one place. It exceeded all my expectations.”

    --V.R., United States

    You could get started by simply opening a bank account in a haven that offers true private banking. In the right jurisdictions, it can be easy... easier than opening an account down the street in your hometown.

    And something as simple as a foreign bank account gets your foot in the door in the offshore world.

    Can't meet the minimum deposit of US$100,000 required to open an Austrian bank account? Then why not try Belize or Uruguay?

    Uruguay offers accounts in dollars, euros, or Uruguayan pesos... and a small deposit is enough to get you started.

    In Belize, you can open a private bank account today without depositing a single dollar. And you can set this up—and manage deposits and withdrawals—all from the comfort of your own home.

    Opening a foreign bank account is just one of the simplest and easiest offshore strategies we'll be exploring at my Global Asset Protection And Wealth Summit... and we can make it happen for you right at the event.

    Regain The Personal Privacy
    You Enjoyed In The 50s

    I can tell you from experience that there's no feeling like being off the radar.

    Sure, the advantages you realize in banking, finance, and investing are part of it. But a bigger part is that amazing sense of well-being and relaxation that comes from knowing that you're no longer at the center of world conflict.

    And, what's more, you'll enjoy the simple luxury of not being watched... being able to say what you like on the phone or in an email, without tripping a keyword trigger.

    Believe me: When you're living the low-key lifestyle in places like Uruguay... or the wine region of Argentina... or the coast of Chile... or the beaches of Belize... then the daily menacing news of terror threats, drone strikes, etc., seem like they're from another planet.

    You've opted out... and there's no reason for anyone to watch you anymore.

    You might decide to join the 8.7 million people who've adopted this lifestyle full- time... or maybe you'd rather set down roots somewhere part-time, to lay the groundwork for this lifestyle as a future option.

    Personal privacy and the ability to fly under the radar will be an important part of this event.

    No Cookie-Cutter Solutions:
    The Right Offshore Strategy For You

    Opportunities for going offshore come in all shapes and sizes. Generally, going offshore involves moving at least part of your assets, your business, your banking—or even yourself—to a safe-haven... to a place where it's hard for anyone to lay claim to what you've got.

    "Great source of reliable information from trusted, proven sources."

    --Jim C., United States

    If visions of precious metals locked away in the vaults of a faraway haven make you uneasy, let me reassure you that going offshore isn't anything as cloak-and-dagger (or glamorous) as it may sound.

    It's about legally defending what's yours in a way that makes it more difficult for creditors to attack.

    Offshore strategies include trusts, foundations, international life insurance, and owning a foreign bank account, to name a few. These are all legal ways for you to build a wall around your assets. Pretty routine stuff, really. And easy to set up.

    When it comes to retiring overseas, we know that there's no one-size-fits-all paradise. Everyone's perfect haven is different. The same goes for investing and structuring your affairs offshore.

    The strategy that's best for you depends on your own circumstances: your age, your employment status, your current net-worth, your current budget for investment, your existing investment portfolio, your time frame until retirement, your wishes for your estate, and so on.

    The questions and considerations are many. The good news is that you don't have to try to wade through them by yourself.

    I've Been Honing These
    Important Skills For Two Decades

    I've bought real estate and made other kinds of investments across the globe. I've set up bank accounts, offshore corporations, and other overseas structures in many jurisdictions. Here's what I've learned:

    You don't want to try this alone.

    Each time I've set out to invest or do business overseas, I've called in
    the pros: attorneys... tax consultants... bankers... structures experts... real estate advisors... and so on... people with many more years of far more focused experience than I in their respective areas of expertise.

    And that's exactly what I've done for this year’s Global Asset Protection And Wealth Summit: I've called in the pros.

    The Experts Who Will Help
    Position You For Success Offshore

    Speakers at the event are available for one-on-one consultation

    When I decided to call this Global Asset Protection And Wealth Summit, I put out a call to this network of offshore experts (my personal "offshore army," so to speak).

    Over the three power-packed days of our program, this team of international attorneys, tax specialists, real estate investors, and more, will walk you through the best opportunities available to you offshore today.

    And they will be on hand to answer questions on the issues that concern you, personally.

    Spend three days with us in Panama, and, with the help of this team of experts, you'll walk away with a clear plan for how best to protect your own wealth for the long term and often earn a profit while you're at it.


    Lief Simon has been taking a diversified global approach--to business, to investing, and to life in general--and showing others how to do the same, for more than 20 years. Lief doesn’t talk the talk, he walks the walk… and he has an impressive track record of real-world experience and personal success.

    At his first-ever Wealth And Asset Protection Summit, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.



    Joel Nagel is one of the world’s leading authorities on asset protection. At the Wealth Summit, Joel will introduce you to the most effective asset protection tools and strategies in the current global climate. Then he'll walk you through how you use them to achieve an iron-clad and legal asset protection plan of your own.

    At this special event, you will have the opportunity to work directly with Joel to select the right structures, strategies, and jurisdictions for you so that you can manage and reduce your tax burden, protect your assets, and leave a legacy for your heirs.



    President of Caye International Bank, Ltd. in Belize, Peter Zipper is a leading expert on offshore banking and investment centers.

    Drawing on more than 20 years of experience in the private banking industry, Peter can show you how to benefit from all the advantages of banking offshore. With Peter’s help, you could even open an offshore account in Belize while at the event.




    Our Colombia-based attorney, Juan Dario Gutierrez, can start you on the path to establishing more flexibility and security via a foreign residency, which can lead to an all-important second passport... the ultimate back-up plan.




    THE TAX GUY: Tom Rowley

    Tom Rowley is an international tax expert who has lived and worked in Latin America for more than 10 years.

    Tom helps entrepreneurs launch their new lives and businesses overseas, guiding them in maximizing the U.S. tax benefits of living and operating a business abroad, building a "portable" business, liberating themselves and their assets, and taking their IR's or 401-K's offshore.



    Trevor Bradley

    Trevor Bradley has lived in Belize all his life, gaining a wealth of experience in this jurisdiction's banking and tourism industries over the past 19 years, with a thorough grip on its political and economic history.

    Trevor will show you the advantages that Belize offers in the areas of retirement and residency, corporate and trust services, and asset protection.




    Rich Ellison is a Director of Business Development with OneTRADEx Ltd. with an impressive track record providing asset management services from bases in his preferred jurisdictions of the Cayman Islands and Singapore, where he currently resides.

    Rich started his financial services career with KPMG in Canada and then worked with PwC in the Cayman Islands as a hedge fund specialist. He has worked as well with Barclays and Grant Thornton. He brings long experience in the Asian, North American, and Caribbean marketplaces to the table and to the discussions at this year’s Wealth And Asset Protection Summit.


    These are just a few of the experts who we have convened for this event.

    In addition, we'll introduce you to...

    • Other key experts presenting the current best options for protecting and preserving your wealth and diversifying your assets and your life in the world's top offshore jurisdictions (including Panama, Belize, Uruguay, Andorra, St. Kitts and Nevis, the Dominican Republic, and Hong Kong)...

    • Our top international life insurance expert...

    • Our preferred bankers from key jurisdictions...

    • Experts to present some of the best current real estate opportunities...

    • The world's leading advisors on issues related to residency, citizenship, second passports, and expatriation...

    • Experts and advisors who will introduce you to the best current opportunities for investing in real and productive assets, including timber, vineyards and a very interesting natural commodity you may never have thought of but that could double your money in three years...

    Seize This Unique, Cost-Effective Opportunity

    To Protect What's Yours... Pay Less Tax... Make A Profit...
    And Have The Adventure Of A Lifetime...

    In the room with these experts, over the course of these three days, you'll get the full story on:

    • Strategies for investing offshore that are both profitable and private... as well as the best opportunities available in the world right now in each area...

    • How to find the world's banking havens best suited to your needs, and how to take advantage of them...

    • The best places today to invest in real estate, for capital gain or to generate income...

    • Montevideo, Uruguay, is one of
      the world's ‘under the radar'
      offshore havens

    • Strategies and actual opportunities to invest in strategic and rare metals, including secure, personal overseas storage…

    • Structures that will make it impossible for anyone in the world to touch your assets (again, all 100% legal)...

    • Some of the most profitable and convenient opportunities for currency diversification in the world today…

    • The big tax issues to address when investing, living, and doing business offshore (including issues such as the foreign-earned income exclusion and taking advantage of low-tax and zero-tax jurisdictions)...

    • The world’s best places for those who want to remain
      off the radar

    • The benefits of incorporating and doing business in an offshore haven (as well as introductions to the best offshore havens in the world today)...

    • The top current options worldwide for obtaining residency and a second passport... and the important reasons why you might want one in the first place…

    Perhaps most importantly, you'll have the opportunity to meet in person with the best qualified, most experienced offshore professionals I've come to know in more than 25 years spending time and money around the world.

    They're convened specifically to help you design and follow through on the offshore plan and strategy that suits you best, to come up with your personal plan.

    This Unique, Value-packed Event Is Only Available For A Short Time At These Prices

    My 2015 Global Asset Protection And Wealth Summit is an exclusive opportunity to protect your wealth, minimize your taxes, and earn a profit abroad.

    We'll have experts on hand from around the world, to help you with every possible endeavor.

    The conference is action-oriented. Based on past experience, some attendees will begin the visa process during the event... or open financial accounts... or begin to create their offshore structures.

    The special price for the annual Global Asset Protection and Wealth Summit is just US$1,095 per person and only US$1,595 for two. (Yes, if you come with a spouse, friend or associate, the second person attends for less than half-price.)

    And chances are, you'll be eligible for an even-better price.

    You can pick one of the following additional discounts.

    • Readers of Overseas Retirement Letter and Panama Letter can deduct another US$50 from the admission.

    • Members of our premium services are entitled to a US$100 discount. These include Overseas Retirement Circle, Belize Circle, Panama Circle, and Simon Letter

    • Members of Global Property Investor’s Marketwatch get a US$150 discount.

    • Of course, if you’re a Live Overseas Personal Consulting Client or All Access Pass member, you and your guest will come free of charge.

    Finally, we would like to offer an additional US$100 discount if you have attended any conference with us in the past (use coupon code WEALTHCONF). Note that you can combine this with any publication discount above.

    “I think the info and people I've met are super high quality and in the first day has more than paid for the expense of the trip.”

    --Scot C., United States

    Here's what's included with the price of admission:

    1. Admission to all presentations

    2. Complete access to the restricted exhibit area

    3. Expert personal consultations

    4. Formal and informal Q&A sessions, breakouts, and workshops

    5. Introductions to reliable real estate sources, business contacts, fellow expats, and professional legal resources

    6. Coffee breaks and snacks

    7. Welcome cocktail reception and all sponsored lunches and events

    8. Seminar materials, notebooks, and handouts

    9. Downloads of all conference presentations after the event is over

    10. A complete set of professionally produced conference recordings

    Reserve your seat today by contacting our Conference Coordinators by email or by calling them at 1-888-627-8834. They'll have you booked and ready to go in minutes. If you'd prefer, you can use our convenient Online Registration Form.

    The Window Of Opportunity Is Closing

    Act Now... Before Signed Legislation Closes Off All Your Options

    Swiss bankers no longer want U.S. clients... thanks to hassle from the U.S. government and its demand that banks provide personal details of U.S. account-holders. Other nations are following suit.

    Many foreign banks are now turning away U.S. clients. And what’s worse is that many are closing existing U.S. accounts (some on short notice) rather than giving information to the U.S. government and the IRS.

    The problem is the HIRE Act, signed in 2010. As its provisions take full effect around the world, it continues to restrict your ability to move money out of the United States and continues to limit your options overseas.

    During the 2015 Global Asset Protection And Wealth Summit, we'll cover the HIRE act thoroughly. Specifically, you'll see what you need to know before you choose a bank... pick a jurisdiction... or locate a business overseas.

    But here's the critical point to remember today: Your ability to internationalize your life and implement your offshore plan will be further hampered over the next year.

    Now is the time to act to preserve your options while you still can.

    These Three Days Could Save You Thousands Per Year...
    Every Year For The Rest Of Your Life

    This October in Panama City, my team of offshore experts will lay out all the information you need to get started on a more secure, more bountiful future, for yourself and your family.

    They'll outline the most appealing current strategies available to help you:

    • Increase your wealth…

    • Defend what you've already got…

    • Minimize your tax burden…

    • Protect and provide for your heirs…

    • Take back your personal privacy…

    This is your last call-to-action in the face of the closing window of opportunity.

    The freedom for Americans to do all the things you might want to do in the international arena is being compromised.

    Today, you have the power to control what happens to your wealth. Next year, you'll have less power... and possibly less wealth.

    Take this step now to take control of your and your family's future.

    Join us in Panama for this rare and timely opportunity. I sincerely believe it could be the most important three days you spend this year.

    I hope to meet you there.

    Go here now to reserve your place.


    Lief Simon
    Editor, Offshore Living Letter

    P.S.: While starting implementation of your offshore plan is fairly easy, your ultimate offshore plan may take years to fully implement.

    But you've got to position yourself now. Reserve your place here.


    Thank you to you, your staff, and the professionals who participated at the event. It was a great experience for me and I am sure for all the other participants, as well. I am so happy I made the decision to join the group. I learned a lot about investments, offshore banking, living in foreign countries, and much more. Congratulations for your organization.

    -- Janet K., United States

    Very pleased overall. More than met expectations. Speakers were excellent overall, lots of info & much of it relevant to us.    

    – Henry M., United States

    Thanks again for all of your hard work in putting together the conference. For anyone considering a move to a foreign country, a conference like this one should be on their must-do list.

    -- Diane D., United States

    Kathleen, I'm sure it will take you a few days to recover from the intense effort that you and your wonderful staff put into the conference. From my perspective, it was an excellent production. Thank you.

    -- Elmore S., United States

    Kathleen, the honesty and realism of your information shines through. I am looking forward to continuing reading your offerings for a long time.

    -- Carol C., United States

    Just great. Very welcoming and supplied answers to all questions very well. I'll see you again soon.

    -- Charles M., United States

    Kathleen, thank you for all your hard work. You have made a lot of people dream and a lot of dreams come true. I enjoy all the e-mails from all your staff living all over the world. I am always telling people about you and how you started your publications years ago. In fact, I just today told my banker about how honest and smart you are, letting us know where to go. Wish I had listened to you more years ago...

    -- Marlene M., United States

    Very knowledgeable speakers, very interesting topics. I learned a lot. – Luis G.

    -- Luis G., United States

    This was a 10! Great event. Awesome job by the Live and Invest Overseas

    -- Edward T., United States

    The level of experience, knowledge, and competence is top-shelf. Primarily, I appreciated the sincere and honest approach of the organizers and all the presenters, as well as the obvious desire to give participants complete, accurate, timely, and appropriate information and to answer questions thoroughly.

    -- Andrew F., United States

    Kathleen, I have to say that you seem to dig deeper into the feel of a particular place and to do comparative analysis between alternative places. Your approach is more sophisticated and thoughtful and therefore more useful than that of other information sources covering these same subjects.

    -- John W., United States