As you approach retirement you may be looking for efficient ways to transfer wealth to the next generation. Have you been educated about the benefits of the Intergenerational Wealth Transfer Strategy? This estate-enhancement insurance plan will allow you to make the best use of your hard-earned savings to provide a larger legacy for those you care about the most!

Watch the short video below to learn more:

The Intergenerational Wealth Transfer Strategy

 

 

As a business owner have you thought of the implications of accumulating passive income? Did you know these earnings can be taxed at a higher rate which could add to a potential tax burden if you are to pass away? The Corporate Wealth Transfer Strategy can be an efficient way to pass corporate assets to your loved ones through the purchase tax-exempt life insurance policy.

The Corporate Wealth Transfer Strategy

 

Life insurance offers peace of mind

 

Planning For The Unexpected

 

Securing corporate ownership