Legacy Planning

The Road Less Traveled – Whole Life vs Buy Term and Invest the Difference Video

2018-10-24T16:50:01+00:00By |

I want to introduce you to our new video called “The Road Less Traveled.” This video will help you understand the unique financial asset that is whole life insurance. It will walk you through a story about how life insurance creates a lot of value for you, despite it not being a popular choice of

Leaving a Legacy vs Retirement Income: How Whole Life Insurance Solves Both

2018-12-06T20:22:19+00:00By |

Traditionally life insurance has been used to solve estate tax and business succession issues for the wealthy. This article addresses the non-traditional uses for permanent life insurance. Most people see insurance as a cost, not as a tool to help them with their success. Not a place to put money into for its value. Yet,

EABR: Using Life Insurance to Prepare for Chronic Illness

2018-10-15T16:26:26+00:00By |

This article documents the new types of riders being created as part of life insurance policies, that allow the policy to be used to help pay for the healthcare needs of the insured. These new riders will provide access to part of the death benefit of a policy while the insured is alive, to pay

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