Online Seminar on June 17 (Wed) at 7 PM! The Latest Asset Defense Strategy: The Truth and Potential of the Reiwa-era 'Treasure Insurance' – A Wealth Management Expert for the Affluent Explains Inheritance and Asset Expansion Methods

Gentosha Gold Online Inc. (Headquarters: 2nd Floor, Benesse Building, 2-30-1 Sendagaya, Shibuya-ku, Tokyo; Representative Director: Yukitaka Yamashita) will hold a free webinar featuring Mr. Sota Sonobe, CEO of Investance Wealth Management. The lecturer possesses the analytical ability to decipher product structures, practical market experience, and specialized knowledge for the wealthy. From these three perspectives, he will provide an easy-to-understand explanation of practical financial and asset succession strategies to smoothly pass on assets to the next generation without significant loss. Event Overview Theme: Insurance Date and Time: June 17, 2026 (Wednesday), 19:00 - 20:00 Participation Fee: Free Venue: Online Details: Click here for seminar details Planned Content An era where the amount of cash you retain differs based on your asset strategy In 2026, the environment surrounding asset formation is undergoing a major transformation. With the interest rate differential between Japan and the US, accelerating inflation, and successive tax reforms, there is a scheme that wealthy individuals, who correctly understand financial and tax structures and are accelerating their real asset growth, are focusing on as a reliable option for asset expansion. During the bubble era of high interest rates, life insurance was once called a 'treasure.' Decades later, interest in a rational management approach that has evolved this mechanism into a modern version is rising again, against the backdrop of current interest rate environments and changes in tax structures. What savvy wealthy individuals are paying attention to now is not merely a method of chasing superficial returns. It is a rational management scheme that combines the 'utilization of tax-advantaged frameworks' unique to insurance, which has different characteristics from general securities accounts or fund management, and 'consideration for asset protection' that separates assets from the external environment, all based on interest rate trends and tax mechanisms. The more wealthy individuals excel at aggressive management like stocks and investment trusts, the more they are now proactively shifting a portion of their assets into this 'management framework equipped with tax and legal barriers.' This is a practical financial and asset succession strategy that considers the tax costs at the time of profit realization and aims to smoothly pass on assets to the next generation without significant loss in the event of an emergency. Mr. Sota Sonobe, CEO of Investance Wealth Management, who will be the lecturer for this seminar, majored in financial engineering at the Waseda University Graduate School and worked as an actuary (a mathematical specialist who designs products) at a foreign-affiliated insurance company. He is thoroughly familiar with which parts of the insurance company are returned to the customer. Furthermore, he later gained practical experience on the front lines of the market as a futures trader handling funds of approximately 4 billion yen in the trading division. He will provide an easy-to-understand explanation of asset strategies to be implemented in 2026, which are not just general theories but are possible precisely because he possesses the analytical ability to decipher product structures, practical market experience, and specialized knowledge for the wealthy. Target Audience ● Those who want to know how to use life insurance that matches their asset portfolio ● Those who want to effectively utilize idle assets of their corporation ● Those interested in management that considers tax effects, not just pure returns ● Those who want to build a solid portfolio incorporating life insurance ● Those who want to smoothly pass on their increased assets to the next generation Seminar Content ◆ New advantages of life insurance in asset formation created by the fluctuating environment of US interest rates 　・2026 version: How to utilize life insurance ◆ [Corporate] Financial strategy to utilize company surplus funds outside of securities accounts 　・Methods for accumulating funds while maintaining corporate financial health, even for corporations with high management hurdles 　・An approach to prepare retirement funds upon retirement by utilizing expense deductions, minimizing the sudden impact on finances ◆ [Individual] Management techniques assuming an annual tax-exempt limit of 500,000 yen and health risks 　・How to receive investment gains by utilizing legally defined tax-exempt and deduction frameworks 　・A mechanism to 'protect while increasing' assets in the event of an emergency ◆ To protect assets for the next generation in 2026 *Free consultation appointments are available for seminar participants. (Online meeting via ZOOM) Lecturer Introduction Sota Sonobe CEO, Investance Wealth Management After graduating from the Graduate School of Fundamental Science and Engineering at Waseda University, he joined a foreign-affiliated non-life insurance company as an actuary (*), where he was involved in product design for fire insurance and financial analysis. Subsequently, he utilized his knowledge of stock and derivative investments, which he had pursued since his university days, and worked as a futures trader in the proprietary trading division of a trading company. Leveraging his experience in real estate investment during his time at the insurance company and his insurance knowledge, he founded an insurance agency specializing in real estate investors. He expanded the business to approximately 1,000 policyholders and over 2,000 policies. In May 2021, he established Investance Wealth Management to provide all his accumulated knowledge of insurance and investment. The main business is consulting on asset management and inheritance, as well as insurance agency services. *An actuary is a professional who uses knowledge of probability and statistics to calculate insurance premiums and predict future insurance payouts at an insurance company. Click here for seminar details Gentosha Gold Online Inc. What is 'THE GOLD ONLINE,' the web media for the wealthy? In the practical fields of protecting assets and livelihoods, there is much information monopolized by a very limited inner circle, or knowledge and know-how that is common sense for some but unknown to the majority. We shed light on each of these and convey them in the form of content to those who need them. We provide online/offline promotion support for corporations using media, marketing support utilizing media knowledge, and financial solutions to solve readers' problems. Seminar information for 'THE GOLD ONLINE' is now available via LINE! You can add us as a friend from the link or QR code below. https://lin.ee/phpekN1 Company Name Gentosha Gold Online Inc. Established July 10, 2015 Location 2nd Floor, Benesse Building, 2-30-1 Sendagaya, Shibuya-ku, Tokyo 151-0051 Representative Yukitaka Yamashita, Representative Director Business Description Operation of web media including THE GOLD ONLINE Corporate services (promotion contracting, web production, events) Financial services through subsidiaries Official Website https://goldonline.co.jp/ Contact Information Gentosha Gold Online Inc. 2nd Floor, Benesse Building, 2-30-1 Sendagaya, Shibuya-ku, Tokyo 151-0051 E-Mail: ggo_info@goldonline.co.jp