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Strategies
TaX-Free Retirement
There are several strategies one could use to diversify their investments and leverage a Tax-Free Retirement. However, there is one method in particular that is incredibly robust if leveraged the correct way. Cash-Value Life Insurance. This is considered, "The Rich People's Roth." While there are many benefits to list, Schedule An Appointment and we can discuss this strategy and your goals!
Wealth Transfer
This strategy is executed by someone who is looking to leave behind a large amount of cash for a beneficiary, endowment, or charity. One would essentially purchase a life insurance policy, Single Pay Premium or Multiple Large Premium Payments and generate a large Death Benefit to pass to their heirs. The money will pass to their heirs tax-free!!! There are other implications to this strategy, so Schedule An Appointment and let's discuss your situation.
Executive Compensation
As a business owner, this strategy can be incredibly beneficial and robust for you and your employees. How it's works: The owner of the company can purchase a policy and pay premiums that can be tax-deductible, depending on the structure of the company, and grow an additional asset that can supplement retirement, yet protect their lives as well. Additionally, the owner can create a similar plan for their employees and leverage this as an additional benefit. Schedule An Appointment and we can discuss this strategy!
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