Description

Many accomplished people are unaware that properly designed cash value life insurance (7702 contracts) can serve as The Ultimate Asset ™ to grow and protect wealth. Worse yet, most estate plans are woefully inadequate AND this asset is a key component in establishing a truly effective estate and legacy plan.

With proper understanding and guidance, you can achieve huge wins such as:

Intentionally building up a reserve for tax free retirement income to assure that you can maintain your standard of living AND

Assuring tax free compounding growth of your “safe capital” AND

Setting up an family banking system to support and mentor future generations AND

Preparing a wealth transfer strategy you can feel real peace of mind AND MORE.

To learn more, visit our website: insuranceandestates.com, featuring vast educational resources, from basic ideas and cutting edge solutions, to the most advanced 7702 wealth protection strategies.

Pro Client Guide/Coaches are available 100% virtual.