Sentences with phrase «life in a tax efficient manner»

We typically think of life insurance as the transfer of wealth at death, but did you know that it can also be used to transfer wealth during life in a tax efficient manner?

Not exact matches

Whole life will be there no matter how old someone is when they die, and this makes it a preferred vehicle for passing assets to the next generation in a tax efficient manner.

Agents should also have expertise in using life insurance in the most tax efficient manner for any situation.