CPA Wealth Provider: Permission Slip

This article documents the concept of how life insurance can be used to allow an insured policy owner to spend and enjoy his/her wealth in a better way than if he/she did not have life insurance. Ed Grinberg, the author of this article, was a trust and estate attorney for many years until he became aware of this concept. Once he did, he changed his practice from estate attorney to financial advisor, helping his clients to enjoy their wealth during retirement, while also preserving and protecting their estates.