1. Combined With Fortress Fund
Synergistic Life
Combined With Fortress Fund

2. The Strategy Life Insurance Premium Accumulation Is Non-Taxable
Loans Against Accrued Premiums Including Returns Can Be Taken From The Policy In A Zero-Sum Strategy
Death Benefits Can Be Transferred To Heirs On A Non-Taxable Basis
The Fund Is Designed As A Profit Center
The Fund Creates Earnings Through The Assets That It Manages
The Life Insurance Carrier Operates To Create A Tax- Favorable Vehicle To Attract Assets To The Fund
This Model Is Referred To As An IDF AKA “Insurance Dedicated Fund”

3. Synergistic Life Structure
Structural Overview
Life Insurance Carrier License
Off Shore Multi-Strategy Mirror Fund
U.S. Based Multi-Strategy Hedge Fund
Bermuda

4. The Life Insurance Company
The Company Is Formed In Bermuda
The Company Receives a 20 Year Tax Exemption
On Corporate Profits
Bermuda Is The Largest Off-Shore Insurance Licensing
Jurisdiction In The World
The Company Creates Insurance Treaties With Swiss RE
And Munich RE To Off-Set The Mortality Risk And Issues
Its Own Policies
These Policies Are Known As Private Placed Life Insurance
And Private Placed Variable Annuities

5. Life Insurance Company Product Structure
Private Placed Life Insurance
Private Placed Variable Annuity
GAC AKA Group Annuity Contract
Captive Insurance Policy
Re-Insurance Wrap

6. The Fund
The Fund Is Designed To Be a Multi-Strategy Hedge Fund To Re-Invest Insurance Company Premiums
The Fund Will Enter Into A Management Agreement With The Insurance Company To Control The Premiums A AUM (Assets Under Management)
The Fee Structure will Range From A Traditional 1% To 2/20% Which Is The Traditional Hedge Fund Structure Dependent Upon Fund Allocations
The Fund IS Mirrored Off-Shore In Bermuda To Attract The European And Asian Market Sectors That Will Not Invest In The U.S.

7. Structural Dynamics Insurance Company Issues PPLI/PPVA
U.S. Based Multi- Strategy Fund
Bermuda Based Mirror Fund
Clients Premiums Become Non- Taxable On Growth
Clients Can Access Growth Through Loans Non-Taxable
Re-Insurance Mitigates Risk Of Death Through Policy Wrap for .70 Basis Point Extracted Annually From Clients Net Of Fees Growth
5 Investment Buckets To Diversify The Investments and Qualify The Fund Under IRS Guidelines As Non-Taxable To The Client
Fund Management Receives 2/20% on Assets Under Management Through Contract With Insurance Carrier
U.S. Fund Structure Is Duplicated In Bermuda Through A “B” Class Securities Filing
The Fund Is Designed To Attract Foreign Investments That Like The Design Structure But Chose Not To Invest Within The U.S. Based Upon Unfavorable Tax Consequences

8. Two Sided Fund Structure
The Fund Structure
Private Equity FX
Fixed Income
MACRO
Real Estate
U.S. Based Fund
Bermuda Based Mirror Fund