Wealth Transfer Using Life Insurance

Wealth Transfer Using a Life Insurance Policy I know what your thinking…a life insurance policy? For wealth transfer? Yes!.. Let me explain Typically you think of getting a life insurance policy to protect your family or business if you die.  Also consider that it can be used to generate and transfer wealth onto your children/grandchildren…

Life Insurance for Income Replacement

Using Life Insurance For Income Replacement: You Probably Didn’t Know? Few things get me more excited than when I get to explain how to use life insurance as a tool for income replacement. Really???? Really!!!….. These type of policies are Permanent/Whole life policies;  they provide options for wealth building, protection of assets for loved ones and income…