Sentences with phrase «estate preservation»

A client of mine called today in response to a blog post I had written about the current state of estate preservation life insurance and exemption laws.

But, there are also more subtle nuances, like whether you want a specific kind of rider, or if you are buying for estate preservation versus strictly minimal death benefit.

The company offers innovative life insurance and annuity products that are created to target the individual needs of protection, as well as estate preservation and wealth creation.

With term insurance that expires at age 80 or 85, there's no guarantee that the death benefit will be there when you need it for estate preservation.

Optional Estate Preservation Rider: provides additional term insurance coverage if both insureds die within the first four years of the policy.

If you would like to see a LTC insurance illustration or if you have further questions about how LTCI can help your wealth protection and estate preservation plan, please give us a call today or enter your information in our long - term care insurance quote form.

Therefore, your estate planning goal does not only include tax minimization, but also encompasses estate preservation.

For those couples that are carrying term policies with companies that allow couple conversion to second to die estate preservation insurance, contact the company and insist that they let you know of any changes in that option while they still have access to the option they bought and believed would be there as long as they needed it.

Estate Preservation Rider — If the estate planner has opted to issue the policy outside of an irrevocable life insurance trust (ILIT), federal law requires the policy to be in the ILIT for three years or the transfer to the ILIT is void.

And one of the best methods of estate preservation...

If you would like to see a LTC insurance illustration or if you have further questions about how LTCI can help your wealth protection and estate preservation plan, please give us a call today or enter your information in our long - term care insurance quote form.

Just in case you are frozen like a deer in the headlights and can't move to buy at the old prices, your saving grace is going to be that even at 20 % higher rates, the no lapse guarantee UL is still going to be the best product and the best price if you need something permanent, whether it's a small final expense policy or a $ 100 million estate preservation policy.

One of the most important uses of permanent life insurance is estate preservation, which ensures that taxes do not erode your estate to nothing.

A key ingredient in any plan focused on wealth building and legacy creation is estate preservation.

He has received extensive training in the use of life insurance for family protection, business legacy, estate preservation and special needs planning issues.

This provides basic insurance protection as well as mortgage protection, estate preservation, retirement funding, college tuition and charitable funding.

If your goal is estate preservation, term life will not provide the long term coverage that is needed.

In that time he has received extensive training in the use of life insurance for family protection, business legacy, estate preservation, and special needs planning issues.

And one of the best methods of estate preservation...

A key ingredient in any plan focused on wealth building and legacy creation is estate preservation.

Estate Preservation Rider — If the estate planner has opted to issue the policy outside of an irrevocable life insurance trust (ILIT), federal law requires the policy to be in the ILIT for three years or the transfer to the ILIT is void.

Posted in insurance, life insurance, universal life Tagged cash value, dumpting cash, estate preservation, failing universal life, guaranteed, insurance, life insurance, non guaranteed, retirement, universal life

Estate preservation is another good example.