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Life insurance shoppers want to know:  What is the difference between whole and term life insurance and what type of policy should I purchase?  The answer is usually simple depending on the circumstances. Listed below are life insurance explanations as well as recommendations for purchasing a life policy, tax avoidance and estate planning strategies. Whole Life Insurance …

June 11, 2009

Category: Articles, Life Insurance, Wealth Transfer

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There are several strategies to pass assets to the next generation, but using life insurance for wealth transfer is one of the most efficient.  Life policies immediately create a fully valued tax-free asset upon first premium receipt. Many of our clients want to know about the most efficient and cost effective ways to maximize the …

August 29, 2007

Category: Articles, Life Insurance, Wealth Transfer

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