While complete planning for wealth transfer includes components from attorneys and accountants, our advisor play an integral role with several of our life insurance products. The majority of the time, the biggest concern that our client has is passing their wealth and/or assets to their beneficiaries at the time of their death. You are able to do this with a multitude of the plans that we offer including a specialized plan that allows for tax qualified money (where taxes have not yet been paid) to be passed onto the beneficiary without them having to incur income taxes.
What Kind of Dark Magic Is This?
Actually it is not magic at all, but rather a simple way of allowing a consumer to pass unneeded pre-tax savings on to family members without leaving them with a huge tax burden.
Check out our case study below on how easily this can be done:
