Estate Planning and Wealth Enhancement should not be mutually exclusive
Through our Transgenerational Programme, you would purchase and own a Life Insurance Policy that insures the lives of your children or grandchildren to:
- Provide an immediate enhancement of your Legacy.
- Create a growing Tax-Sheltered Savings Account that you can access at any time.
- Provide financial support to the families of your adult Children should they die prematurely.
- Establish a structure that will permit a tax-free transition of Funds to your Estate.
The link below will take you to a case study based on an actual situation illustrating how Transgenerational Insurance enhanced and protected three generations of one family.
Transgenerational Case Study »
(374 kb PDF file)
To set up a no nonsense confidential review to determine if our Smart Estate or other proven financial strategies will work for you, contact us at 1-800-665-7707 or Email firstname.lastname@example.org