Bluestone America Opens Preferred Wealth Center

Los Angeles (PRWEB) February 3, 2010

Bluestone continues to meet the needs of investors and entrepreneurs by expanding its firm with the addition and opening of the Preferred Wealth Center, on April 9, 2009. This new conglomerate contains the companys five operations which include Bluestone America, Bluestone Wealth Management, Preferred Wealth LP, Bluestone Holdings, and the Bluestone People Foundation. The intent of this collective grouping will be to make all areas of Bluestones core more accessible to the large and small investor and/or entrepreneur.

Bluestone America, Inc. specializes in asset management, asset based project securitization, funding and alternative funds acquisition and its corporate headquarters are based both in the U.S. and offshore. Bluestones Wealth Management division is committed to examining all options for ones future through careful coordination and review of insurance and investment portfolios, business and securities services, risk management and retirement strategies. Bluestones Preferred Wealth, LP is an investment opportunity that aims to be the new standard for the next generations debt investments for securitized investments. Preferred Wealth provides the alternative strategy accessing debt and equity through a variety of securities exchanges. This is done through the use of Longevity Asset Instruments which allow investors debt investments to be backed by a 5:1 securitization of the investors investment.

While faced with the difficulty of dealing with a market correction in commercial real estate not seen in years, Bluestone Holdings has managed to provide alternative funding strategies for short term and long term growth for the economy as well as the possibility of building an important profit margin within the Bluestone America company. Bluestones People Foundation is a place of advancement and progress for entrepreneurial and creative businesses to secure capital for long term growth that will have great influence in economies, both, locally and globally. Bluestone People Foundation acts as a guide in offering advice to entrepreneurs based in market penetration, capital acquisition and financial structures. Beneficiaries of the foundation fall under non-profit and traditional organizations.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info@BluestoneAmericaInc.Com

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Bluestone America Announces The Offering of Its Preferred Wealth PPM

Los Angeles, CA (PRWEB) February 18, 2010

On April 9, 2009, Bluestone America announced the initial release of its Preferred Wealth PPM offering. This PPM is projected to be the cutting edge standard setter for future debt and securitized investments and it is our goal to make this available to all institutional and accredited investors. Bluestone America intends for its Preferred Wealth PPM to be a key player in providing instruments which command high ratio securitization of debt for all global markets.

The new PPMs advantages include No volatility and No market risk as the investment is not tied to any stock, bond, mutual fund or any other deterring market factors that may come in to play. The PPM has a minimum 5:1 Securitization ratio where every investors dollar is backed by Longevity Assets equaling 5 dollars. The current fixed rate of return on the instrument falls between nine and twelve percent (9-12%) per annum coupon rate. Required is an initial minimum contractual period of twelve (12) months with the option to extend that contract for additional periods.

If the investors choose, they may fund their investment through the use of their existing qualified retirement plan. There are no early withdrawal fees and investors can rest assured that the retirement funds are controlled by a qualified custodian. Management fees are increasingly lower for each successive year of participation. Historically, managed Longevity Asset ownership has seen a double-digit rate of return the past sixteen years.

The investing strategy of this new PPM is a buy and hold to maturity of a diversified portfolio of United States based life insurance policies called Longevity Assets. The monitoring of specific areas of individual insurance companies such as exposure to, credit rating classes, individual insured persons and classes of health impairments, helps us to achieve the diversification that is needed for the fund.

The Preferred Wealth PPM offers two different debt instruments to potential investors. The first is the Traditional Program and embodies one revenue stream which is a fixed return of nine (9%) to twelve percent (12%) per annum as a gross coupon rate with a three percent (3%) Management Fee. The second program is The Deferred Dividend Program which allows the compounding of the investment, delivering a substantial increase in the projected Annualized Net Rate of Return.

The new PPM will give financial advisors and fund managers an opportunity to present all possible risks to the investor and how this private placement has overcome each of them with simple historical actuarial data. There are no derivative factors at work here, states Charles Nam, CEO of Bluestone America. For too many years we have had to direct our clients into unsure and risky investments or safe investments with very poor returns. The Preferred Wealth PPM is a product you can feel good about directing your client into.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info (at) BluestoneAmericaInc (dot) com

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Related Securitization Press Releases

Charles Nam Announces Bluestone Wealth Management to be incorporated as part of Bluestone Preferred Wealth Center

Los Angeles, CA (PRWEB) March 20, 2010

Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs.

Bluestone Preferred Wealth Center. The announcement was made by CEO of Bluestone America, Inc., Charles Nam who is also the founder of the Bluestone Preferred Wealth Center. Bluestone Wealth Center specializes in asset management, securitization, alternative funding and new asset class. It now encompasses five different divisions with the addition of Bluestone Wealth Management and Insurance Services, Inc. with the other divisions being Bluestone America, Preferred Wealth LP, Bluestone Holdings, and Bluestone People Foundation.

“The integration of Bluestone Wealth Management & Insurance Services into the Preferred Wealth Center, will allow access to other branches of the Bluestone Corporation and make a vast array of options much more accessible to the client and/or investor,” said Charles Nam. “We are excited to watch all areas of our company connect under one roof. To make the most of the clients financial goals and objectives, we focus on the aspects a customer values to help them make the most of their resources.

It would be beneficial for any individual or investor looking for long term protection to shield themselves in this tumultuous financial cycle due to current and unforeseen events. Our wealth management services are designed to create a sustainable secure portfolio and our insurance services compliment the portfolio with individual and business protection, not only financially but in terms of ones well being., said William Soady President of Bluestone America, Inc.

Bluestone Wealth Management, created in 2005 by Mr. Nam, was designed to offer services to assist high net worth clients and investors alike with the desire to aggregate wealth as well as conserve capital. The company is a provider of an array of specialized and proprietary financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Mr. Nams unique planning and techniques allow him to specialize in a number of tax deferred, qualified and non-qualified programs, wealth accumulation and asset allocation. Mr. Nam expanded his operations in 2008 creating Bluestone America, Inc. to act as the general partner with Preferred Wealth LP which manages private equity funds utilizing Longevity Asset Fund portfolios. Mr. Nams incentive is to provide project funding for these portfolios.

Bluestone Wealth Management, Inc. is a service dedicated to assessing ones financial objectives including review of insurance, investment portfolios, income and liquidity needs. The division is designed to examine all of ones options through careful coordination in seeking out the right strategy and to utilize that strategy effectively. The services offered are a range of products and services which adapt to an investors goals and expectations.

Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs. The company offers guidance in familiarizing a client with their investment strategy and portfolio while monitoring their situation as it evolves.

Annuities offered have become more desirable due to the fact that people are now living longer, where in turn, more money will be allocated and spent during retirement. A tax-deferred investment for a guaranteed stream of income for a certain number of years or for life, may be worth considering. Bluestone Wealth Management advisors create customized trusts designed for estate planning.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info(at)BluestoneAmericaInc(dot)Com

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Bluestone Wealth Management Appointed as Transamerica General Agency

Los Angeles, CA (PRWEB) March 28, 2010

Bluestone Wealth Management has been appointed as a General Agency for Transamerica to offer its insurance and financial products and services.

The appointment covers a broad array of specific types of policies and classes of business that Bluestone will be handling and underwriting. Transamericas product lines include Universal Life, Variable Universal Life, Survivorship Life, Term Life and Whole Life. Bluestone has developed a comprehensive, flexible and responsive market for insurance agents serving a variety of clients.

We are extremely proud of this appointment, mostly because Transamerica offers highly sought after products and services, said Charles Nam, CEO of Bluestone Wealth Management. Partnering with Transamerica, enables us to expand our platform of commercial products we are able to offer clients and partner-agencies in selected states.

The agreement initially allows Bluestone to underwrite Transamericas insurance product line and be one of the primary distribution outlets for these products through its network of active agencies.

Established in 1906, Transamerica was the first major life insurer on the west coast and is a pioneer in term life insurance. Today, Transamericas name is synonymous with experience, stability, and innovation. Transamerica has over one million policies in-force and financial strength ratings that are consistently at the top.

Bluestone Wealth Management was selected by Transamerica, in part, because of its existing charitable gifting programs and proprietary trust structures that are well aligned with Transamerica products.

With the addition of these and future products from Transamerica, Bluestone Wealth Management has taken another vital step closer to being the go-to choice for agencies insurance needs, by increasing the abundance of its offerings, said William Soady, President of Bluestone America, Inc.

“We are very excited about the appointment by Transamerica, as this new partnership allows us to provide our clients with the finest company, coverage and service and greatly increases our marketplace positioning,” said Mr. Nam.

About Bluestone Wealth Management

Bluestone Wealth Management is a leading financial firm, serving a high net worth client and investor base, and is a provider of an array of financial products and services focusing on financial planning, risk management, investment services and business and retirement strategies. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

About Transamerica

The Transamerica companies are members of the AEGON Group, a multinational insurance organization headquartered in Hague, Netherlands. AEGON is one of the worlds leading life insurance and financial organizations.

Transamerica companies offer a wide array of innovative financial services and products with a common purpose to help individuals, families, and businesses build, protect, and preserve their hard-earned assets. They have built their reputation on solid management, sound decisions, and consumer confidence since 1906. Transamerica is rated A by A.M. Best.

For more information on Bluestone Wealth Management:

Info(at)BluestoneAmericaInc(dot)Com

http://www.BluestoneWealth.com

http://www.BluestoneAmericaInc.com

For more information on Transamerica:

http://www.transamerica.com/


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