Ready to get progressive with your portfolio?
Here’s the heads up on how to qualify.
Member Criteria:
You must be an accredited investor.
Meet one of the following:
Program requirements:
Single and earn $200,000+
per year
per year
Married and earn $300,000+ per year
Or, you have investable assets exceeding 1 million dollars
You can contribute at least $25,000 per year for 5 years
Documentation:
Two years of personal tax returns
A current personal financial statement
A CPA, attorney, or wealth manager meeting accredited investor criteria.
A completed life insurance application
Leverage up, for life.
At Stream, we have powerful strategies that suit investors from different walks of life.
for High Income Earners
Have a bank help fund your retirement. Generate both tax-free income and death benefit protection for your loved ones.
for Business Owners
Help business owners plan for an exit by providing tax-free retirement income. Pre exit, the plan allows the owner to recruit, reward and retain employees with a unique compensation plan.
for Medical Professionals
Doctors use leverage for their education and to build their practice. Why not use it to help create their retirement income?
for Generational Wealth Creation
Multi-generational legacy planning for your family that provides your loved ones with a stream of income that you can watch them enjoy before you are gone.
