Sentences with phrase «legacy planning tool»

Certain variable annuities provide a potential to help reduce taxable income and transfer to my heirs as a legacy planning tool.

Not exact matches

While your estate plan typically consists of legal documents, it can also serve as a communication tool that reflects your values and leaves a lasting legacy.

We encourage you to discuss the possibilities of these gift planning tools with a trusted financial advisor, to discover how you may leave a legacy at the School Nutrition Foundation and also provide income for you and your loved ones.

The tools and features of Legacy Standard are included in each of our service plans.

From saving for education to retirement and legacy planning, our tools provide real insight at every life stage.

The program provides education and tools for individauls to leave a legacy with TEF for scholarships and other outreach programs via your estate planning.

The Foundation plans to continue expanding the CALL program in the years to come, through creative partnerships that produces tools and resources to assist artists in protecting and their cultural legacies.

From concerns about data management plans to database functionality to basic reliability, the legacy review tools are losing ground.

This decision makes clear what we have been advising our Clients for some time, if providing asset protection to your beneficiaries is important, the Retirement Plan Legacy Trust ™ is an important tool for you.

As you can see, because of the advanced nature of their life insurance products, they are not commonly used for basic coverage, but rather tools for asset accumulation, estate plans, and legacy.

Finally, for more advanced planning, the Generation Legacy tool is a multi-layered bundle where seniors can purchase a combination annuity and whole life contract.

Because of the different options available, a whole life insurance policy can be an excellent tool for structuring your finances in retirement, as well as planning your legacy.