How Cash Value Works in Life Insurance
Cash value plays 3 roles in a life insurance policy. It helps pay for lifetime protection, builds savings, and creates a source of tax-free cash.
Dynasty Trusts
Including life insurance in Dynasty Trusts can facilitate tax-efficient growth, preservation, and renewal of trust assets over multiple generations. And there are psychological benefits too.
Be Prepared for Uncertain Times
In light of the events of this past year and the uncertainty that it has brought, it has never been more important to make sure you have all of your pertinent documents and information up to date and easily accessible to you and your loved ones. What should you have? Important names and phone numbers…