Sentences with phrase «life insurance strategies such»

This an important advantage when considering permanent life insurance strategies such as the infinite banking concept ®, which is based upon a number of concepts such as the velocity of money and creating financial arbitrage to facilitate other activities such as real estate investing through cash value life insurance.

This an important advantage when considering permanent life insurance strategies such as the infinite banking concept ®, which is based upon a number of concepts such as the velocity of money and creating financial arbitrage to facilitate other activities such as real estate investing through cash value life insurance.

For this reason, a cash value life insurance strategy such as a family banking strategy, is more appropriate for funding a testamentary special needs trust.

For this reason, a cash value life insurance strategy such as a family banking strategy, is more appropriate for funding a testamentary special needs trust.

Not exact matches

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

They will create a personalized wealth strategy using a combination of products and services, such as IRAs, equity accounts, life insurance, etc..

At Insurance and Estates we tend to prioritize using cash value life insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building Insurance and Estates we tend to prioritize using cash value life insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building strategy.

Asset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious metals.

There are other more complex family business planning strategies such as a charitable lead trusts or charitable remainder trusts that also could coordinate with your business continuation life insurance as part of a tax deferment and savings strategy.

AND using cash value whole life insurance from a mutual company for this strategy as opposed to other types of life insurance such as universal life or term life insurance offer some additional incentives for your key people.

High net worth estate planning may require using strategies such as the 1035 exchange for life insurance due to potentially high cash values and the need to assure that policies are performing optimally after many years.

Similarly, a business entity such as a corporation or an limited liability company may be the designated beneficiary if a business is purchasing life insurance on a business partner's life as part of an entity purchase buy - sell strategy.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

Using an independent agent such as myself is the best strategy to find cheaper life insurance rates.

Offers a great strategy for those who have a temporary need for life insurance, such as a mortgage or to cover college tuition costs for children, if you should die

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insuraLife Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life iInsurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life iinsurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insuralife insuranceinsurance.

There are a number of strategies that can help you get a lower auto insurance quote.For one, you can shop around.While most companies use similar methods to determine premiums, there is a lot of competition for your business in the industry.Premiums for the same coverage can vary by hundreds of dollars from one company to another.You can also ask for discounts.Many insurance companies will reduce your auto insurance premium if you purchase another form of insurance such as homeowners insurance or life insurance from them.Likewise, if you have anti-theft devices or additional safety features on your vehicle you may also qualify for a discount.If you need to lower you premium further, consider getting a higher deductible.Paying your premium in fewer installments can also save you money.

At Insurance and Estates we tend to prioritize using cash value life insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building Insurance and Estates we tend to prioritize using cash value life insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building insurance for wealth building (using strategies such as infinite banking) as coined in our conduit wealth building strategy.

Some advanced financial strategies, such as the ladder strategy, advocate for owning multiple life insurance policies.

One such strategy is to use life insurance and life insurance products like annuities because most state laws offer at least some protection of the cash value in these accounts.

High net worth estate planning may require using strategies such as the 1035 exchange for life insurance due to potentially high cash values and the need to assure that policies are performing optimally after many years.

Of course, since it is cash value life insurance, it could provide a huge benefit for your retirement or wealth building strategies such as infinite banking.

AND using cash value whole life insurance from a mutual company for this strategy as opposed to other types of life insurance such as universal life or term life insurance offer some additional incentives for your key people.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.