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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


There are several strategies you can use to pass assets to the next generation while mitigating taxes. This article will focus on life insurance for wealth transfer as it’s one of the most efficient.  Life policies immediately create a fully valued tax-free asset upon first premium receipt. Our clients ask about cost effective ways to …

August 29, 2007

Category: Life Insurance, Wealth Transfer