Wealth Management Issue

Insurance Planning

Possible Objectives or Goals for this Topic

Insurance Planning

  • Protecting active income in the event of disability.
  • Providing financial assistance to the surviving spouse upon the passing of decreased spouse.
  • Reducing Estate Tax and maximizing money transferred to intended beneficiaries.
  • Building a long-term care plan that will provide financial assistance during the last few years of life.
  • Protecting children in the event of death.
  • Create a passive income stream from an annuity that will provide cash flow during retirement.
  • Diversifying wealth creation and passive income.
  • Buy-Sell agreements for business succession planning
  • Charitable gifting strategies to reduce tax and increase the amount of gifting.
  • Income Replacement protection at all stages of life.
  • 1035 exchange – efficiency studies.

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