Pub. 60 2019-2020 Issue 2

P O R T F O L I O R E I N S U R A N C E My Succession Strategy. My Portfolio. “It’s my roadway to wealth, and bridge to the future.” Portfolio builds significant wealth through my affiliated reinsurance companies (ARCs), substantial financial assets that I control outside my dealerships. This wealth has helped me grow my business, and I want to see that continue after I ease out in a few years.Working with Portfolio and my estate planning advisor, I’ve used this ARC structure to plan an orderly succession strategy for my group of stores, involving family members and two key executives. I did this by making themARC stockholders, rather than stockholders in the dealership itself. When the time comes, they’ll have the means to buy the stores, with much less need for outside funding. Portfolio provides a unique way to give them a real stake in the business. I would tell any dealer to start building a bridge to the future with Portfolio now. PortfolioReinsurance.com © 2019 Portfolio Holding, Inc. All rights reserved.