Insurance strategies have changed from being mostly about security to being seen as extremely flexible and versatile tools that may offer immediate tax, investment and income benefits for you. The Michie Wealth Management Group partners with an Estate Planning Specialist to help enhance your family’s overall wealth management strategy.
Below is our “Top 10” list of insurance planning strategies, highlighting how insurance helps to solve a number of potential estate planning pitfalls down the road, while offering you an alternative investment tool with significant guarantees and an extra level of comfort in your long-term financial plan.
Contact us to discuss how an insurance strategy may benefit you.
The strategies, advice, and technical content presented is provided for the general guidance and benefit of our clients, based on information that we believe to be accurate, but we cannot guarantee its accuracy or completeness. This presentation is not intended as nor does it constitute legal or tax advice. Clients should consult their own lawyer, accountant or other professional advisor when planning to implement a strategy. This will ensure that their own circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax rules, and other investment factors are subject to change.