Importance of Planning Ahead
Your complex financial needs demand the most from a life insurance company, including sophisticated, high-end solutions. In its most basic form, life insurance protects against financial loss from such events as a dissolved partnership, the death of a primary wage earner, or any taxes due on an estate. In its most creative state, life insurance can add to any financial plan by supplementing the basic need for insurance.
With life insurance, you can:
- Provide your beneficiaries with
- proceeds to pay any estate taxes.
- Replace your income and minimize
- debt for your survivors.
- Provide beneficiaries with tax free proceeds.
- Help protect the value of your estate.
- Recruit and retain key executives.
- Fund college tuition tax free.
- Retire with tax free withdrawals.
- Pay for long-term care expenses.
Incorporating life insurance into your financial plan has the potential to yield wealth preservation or wealth accumulation benefits.
