Insurance is an important tool for protecting and preserving your wealth. Did you know that insurance can be a performing asset? We work with every major insurance company to provide custom solutions to manage risk, enhance investment efficiency and secure tax benefits for you and your estate.
Many people say they hate Insurance! But what do they really hate?
What they really hate is often the complexity or the price tag.
Life insurance is one of the most underutilized assets in most portfolios. When structured correctly, the returns are exceptional and can perform better than just about any investment you'll ever purchase. Life insurance is still one of the lease expensive ways to help provide for your family upon your untimely death. Your family will receive a benefit that is free of all federal & state income tax. However, life insurance can also be a source of significant tax-free lifetime income in retirement.
Call in a Specialist
We are able to combine all the available solutions to provide you the tailored protection you need. All while keeping the tax consequences in mind.
Active, Not Passive Management
Life insurance requires active management—just like any other asset you have. Are your policies too high? Too hard to navigate? The industry changes quickly and we are constantly monitoring it.