Case Study
Client/Challenge:
J is self-made, married, with 2 young children and no life insurance. He was recently diagnosed as pre-diabetic and anxious to protect his family. All of his corporate assets are used to secure the bank loans used to finance company growth.
Without WEALTHinsurance®:
His family was at financial risk if something happened to him. His growing estate would have a large tax liability upon his death.
Outcome:
We reduced J's tax liabilities by $2 million by arranging a personalized life insurance plan. This provided his family with much needed security. By structuring an Immediate Financing Agreement (IFA), we enabled him to continue investing in his business, not insurance premiums.