Broker Check

Wealth Maximization Transfer

  • Are you a financially independent individual who is concerned with maximizing wealth to the next generation (children and grandchildren)?
  • Are you looking to provide values, responsibility, control, and preservation on the wealth that you created?

By using properly owned and properly designed life insurance you can control and leverage wealth on a tax favored basis in the estate or out of the estate (trust) by focusing on the death benefit internal rate of return.