Life Insurance for Estate Planning blog header image

Considering life insurance for estate planning? Smart move! The right type of life insurance can provide substantial benefits to your heirs, help protect your business, and guarantee your legacy. In addition to a will, insurance policies—particularly those purchased through a trust—are one of the most secure financial tools to protectContinue Reading

Keep Wealth in the Family blog header image

Many parents have goals to build generational wealth, allowing their legacy to carry on financially after they’re gone. But growing wealth is only half of the equation—and, often, the easy part. How to keep wealth in the family presents a harder challenge. How can you pass down wealth to yourContinue Reading

Is Life Insurance Taxable blog

Tax advantages are one of the main reasons individuals decide to purchase whole life insurance over other insurance products, but it’s important to understand how taxes and life insurance work together. Which components of a life insurance policy are taxable and how can you use life insurance to pay lessContinue Reading

Irrevocable life insurance blog image

Choosing a beneficiary for your life insurance policy seems like a fairly straightforward task; most policyholders choose their spouse or children. But in certain cases, your family really isn’t the best choice.  Sometimes, an irrevocable life insurance trust (ILIT) is the safest way to protect your family. In this article,Continue Reading