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Life Insurance

Life insurance was initially designed to protect the income of families, particularly young families in the wealth accumulation phase, in the event of the head of household’s death. Today, life insurance is used for many reasons, including wealth preservation and estate tax planning.

 

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Life Insurance

Life insurance provides you with the opportunity to protect yourself and your family from personal risk exposures like repayment of debts after death, providing for a surviving spouse and children, fulfilling other economic goals (such as putting your kids through college), leaving a charitable legacy, paying for funeral expenses, etc. Life insurance protection is also important if you are a business owner or a key person in someone else’s business, where your death (or your partner’s death) might wreak financial havoc.

Life insurance can also be a tool used for wealth accumulation to limit taxation before and during retirement.  For more information, watch these videos.

Life insurance can also be a tool used for wealth accumulation to limit taxation before and during retirement.  For more information, watch these videos.