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Home > Services > Domestic Wealth Planning > Insurance Strategies for Wealth Accumulation

Insurance Strategies for Wealth Accumulation

Strategizing a financial plan involves developing the best qualified team for the specific client

You need specialists and experts who value your wealth and your hard earned and accumulated estate as much as you do. This means that financial planning is beyond just selling products to clients.

Insurance is regarded as the first line of defense for all people and all estates. This means the first wave of defense should cover your health, your family's health, your pension, your business,your home and even accidents; all are insurable and can be proactively protected. There is no reason to be left with the failures of a volatile market or dwindling economy if you plan.

The insurance industry offers many creative opportunities to provide protection and enrich investments at the same time. The opportunites that provide the maximum benefits are generally coordinated with other aspects of a person's finances and family needs.

Family Coordinated Estate Considerations:

  1. The client's financial and family situation
  2. Their need to minimize risk and exposure
  3. Their long-term health care and retirement plans while maintaining and mitigating taxation to accumulate wealth.

Our services will advise you on how to reduce your tax burden, increase your protection and insurance coverage and create an estate plan that will successfullly pass to your heirs avoiding many other cumbersome issues.



Recommended Products

Generation Skipping Dynasty Trust $900
Although the Generation Skipping Tax (GST) is a transfer tax, it should not be confused with the terms normally associated with estate tax.
Stand Alone Will - Individual - No Trust $150
This is a Last Will and Testament for those who do not have a living trust.
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