ESTATE PLANNING
Life Strategies
Most people like the idea of life insurance, but hate paying for it. Life Strategies utilizes bank leverage leaving your assets undisturbed.
Why Life Strategies
Life Strategies gives individuals a way to finance life insurance premiums. Covering future estate taxes by allowing the client to pledge collateral instead of paying. Life Strategies can also be used for succession planning, buy-sell agreements, and key-man applications. Value Provided- Keep control of your assets, assets can grow with minimal opportunity cost.
- Reduce or eliminates gift taxes.
- Significantly more effective than paying premiums.
- Stress tested against the harshest economic conditions.
- Your net worth is greater than $10M.
- You are below the age of 70.
- You are in good health.
- You need insurance.
- You have the ability to pledge collateral or pay interest.
Case Study
Hear how Life Strategies benefited an actual client.
Estate Planning Comparisons
Compare Estate Planning offerings to see which strategy is best for you.
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