How to accumulate
investment capital and assets that yield: 1) capital gains and 2) passive cash-flow, on a tax-free basis.
How to distribute
capital on a tax-free basis to finance 1) cost-of-living expenses & 2) assets that yield capital gains and cash-flow.
How to transfer
investment capital and assets to your heirs through estate planning (trusts & life insurance contracts).
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The Stewardship Paradigm™, The Private Reserve System™, The POLI Contract™, and The Financial Stewardship Program™ are TRADEMARKS wholly owned by Donumvita Corporation ["DONUMVITA"].
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The Financial Stewardship Program™ is a comprehensive course/program that is offered by Donumvita Corporation (“DONUMVITA”). The Stewardship Paradigm™ is a methodology for finance management that is taught by Donumvita Corporation ("DONUMVITA"). DONUMVITA is a financial education company that teaches Do-It-Yourself [DIY] financial principles/strategies to foster economic independence and wealth in America.
The Private Reserve System™ is a money/wealth management method offered by Donumvita Consultancy LLC (“Donumvita Consultancy”), Donumvita Consultancy offers Done-For-You [DFY] financial budgeting. A service that creates plans to bridge our clients' financial gap-between where they are-and where they want to be. All service fees are paid directly to Donumvita Consultancy.
The POLI Contract™ is a wealth creation asset that is offered by Donumvita Brokerage LLC (“Donumvita Brokerage”). Donumvita Brokerage is a non-captive brokerage (working in the best interest of its' clients) and is not an agency of any life insurance carrier. Premiums are paid directly to the Insurance carrier and Donumvita Brokerage and its' brokers earn commissions from the insurance carriers for structuring/writing the contracts.
The tax-free cash value accumulation, distribution, and transfer strategies are in compliance with the Internal Revenue Service Tax Code Sections 7702A & 7702B (Life Insurance Contract Defined). The tax-advantages are completely dependent upon how the contracts are funded and managed by the owner’s of the contracts that are brokered by Donumvita Brokerage.
All strategies involve risk, including the possible loss of principal, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our full disclosure for important details.
Donumvita Agency, Donumvita Brokerage and Donumvita Consultancy are wholly owned subsidiaries of Donumvita Corporation [“DONUMVITA”].
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