Bluestone America introduces its Legacy Gifting Program which will provide its products and services which specify in financial strategies, philanthropic progams, and charitable gifting programs utilizing both traditional and alternative funded life insurance products. Bluestone America's most commonly used programs are The Heritage Plus Program and The Legacy Builder Program.
Bluestone Wealth management has been selected by Transamerica as its general agency offering its financial serices and products. The agreement will allow Bluestone to underwrite Transamerica's insurance product line and was selected by Transamerica, in part, because of its existing charitable gifting programs and proprietary trust structures that are well aligned with Transamerica products.
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.
The appointment of Charles Dargan as CFO of Blusetone America was announced today. Mr. Dargan will head up management of all financial structures including accounting, finance, investment planning, mergers and acquisitions and structured debt instrument planning. Mr. Dargan brings a wealth of banking experience, most notably as banking director of Seidler Companies Inc.
Bluestone America launches its Longevity Asset backed global bond offering. It is an innovative approach to funding and securitizing asset based projects in a variety of new ways in both, foreign and domestic markets. The Longevity based Asset is the debt servicing component used; it is uninvolved in any speculative or derivative factors and is a 144A SEC registered corporate debt offering.
William Soady has been appointed President of Bluestone America to provide additional project funding for asset based projects using high securitization methods. Mr. Soady brings over 30 years of experience working with Fortune 500 companies as well as other areas of finance and asset management including commercial real estate, insurance & annuities, banking & lending, management and marketing.
Bluestone America announces its Preferred Wealth PPM which offers instruments to ensure high ratio securitization of debt. The initial strategy of the new PPM is to buy and hold through maturity of US based portfolios called Longevity Assets. The PPM will be offered through two different debt instruments.
It is with great pleasure to announce the opening of the Bluestone Preffered Wealth Center, specializing in asset management, securitization, alternative funding, new asset class. The center also specializes in risk management, portfolio review, as well funding strategies for commercial real estate projects in both, long and short term.
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