As a successful business professional, life insurance can be a key component to your financial independence. It is a versatile and valuable asset that provides a powerful means to address and overcome challenges, beyond those that arise at death.
In addition to death benefit protection, life insurance can offer:
- Tax-deferred accumulation of policy cash values
- Creditor protection (in some states)
- Tax-advantaged access to policy cash values
- Family Security
- College Funding
- Debt Protection
- Wealth Creation
- Estate Tax Liquidity
- Gift Leveraging
Our knowledgeable team can guide you through these hurdles.
*Loans and partial withdrawals will decrease the death benefit and cash value and may be subject to policy limitations and income tax.