The team regularly deals with complex financial situations for high - net - worth clients and has been busy assisting a number of business owners with high - level capital tax planning. (legal500.com)
As a general rule, the more complex your financial situation is, the more you should expect to pay to manage your finances. (aaii.com)
The cash value of permanent insurance is useful for complex financial situations but whole, variable and universal life insurance have different means of gaining interest, which needs to be taken into account. (policygenius.com)