Life Insurance
There are many reasons individuals and businesses utilize life insurance.
Life insurance can protect the financial well being of your family. It can provide business owners with the necessary liquidity to buy company stock from the estate of a Partner that passes away. It can provide the necessary liquidity for the payment of estate taxes. But most importantly, life insurance can serve as a tool for transferring wealth to the next generation by turning taxable dollars into tax-free dollars.
We work with many different insurance companies so we can find you the most cost effective policy to meet your needs. Please contact us for a complimentary consultation on our Zero Taxed Estate Strategy.