Sentences with phrase «customized estate planning strategy»

Plus, it has a cash - value component that can prove useful as part of a highly customized estate planning strategy.
Plus, it has a cash - value component that can prove useful as part of a highly customized estate planning strategy.

Not exact matches

It can be useful as part of a highly customized personal finance or estate planning strategy (e.g., if you have a lot of money and other assets to work with).
It is sometimes useful as part of a highly customized personal finance or estate planning strategy, thanks to the cash value component.
It can be useful as part of a highly customized personal finance or estate planning strategy (e.g., if you have a lot of money and other assets to work with).
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