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Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall family income taxes. The strategy uses life [...]

How to Buy the Right Life Insurance

Very often people hear they need life insurance, but they just don’t know why. Clients often shy away from buying life insurance to protect their assets and their loved ones because they feel the monthly premiums aren’t affordable. In fact the [...]