Dirty words. Listen to this.
Life Insurance is a core component of proper financial and wealth management planning.
WEALTHinsurance.com® has helped clients with independent advice, unique insurance strategies and customized insurance products for over twenty-five years.
Our team will assess your life insurance needs now and for the future. Working with your professional accounting, tax and legal advisors, we will provide recommendations about the best choices and options available in the market today.
Life Insurance provides:
- Estate tax needs
- Tax deferral opportunities
- Wealth transfer
- Buy/Sell shareholder and partnership agreement funding
- Key person insurance
- Income replacement for family needs