You worked hard and have assets that you wish to leave to your loved ones.
Estate and Wealth transfer planning goes a long way to prevent wasting those precious assets to taxes, court costs and attorney fees.
You also need to make sure your wishes are respected.
We can work with your estate planning attorney and your Tax expert and provide tax advantaged products such as our Single Premium Wealth Transfer Life Insurance to help you transfer your assets to the next generation.
Example: Female Age 50, Non Tobacco
$100,000 Single Premium Provides an Imediate Death Benefit of $354,233