Sentences with phrase «other life insurance strategy»

If you'd like to explore a second to die life insurance option OR any other life insurance strategy as part of your estate plan, reach out and connect with us today!

Not exact matches

Both offer tax - free growth (something no other retirement account or strategy offers except for properly structured whole life insurance and municipal bonds) and both offer some liquidity provisions so you can access your money before you reach 59 1/2.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

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.

If you're interested in finding out more about guaranteed universal life or any other insurance and estates strategy, reach out and connect with us today.

Retirement planning with whole life insurance is a powerful «holistic» strategy that should, at a minimum, be included as a integral part of a plan that includes other «traditional» retirement planning components.

This helps those using permanent life insurance as an investment vehicle to accumulate savings which can grow in a tax - favored environment, preferably to be used in other wealth building strategies.

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.

In case you didn't know, after basic things like wills are all in order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you die.

For almost everyone else, the best way to incorporate life insurance into your retirement - planning strategy is to get the right death benefit for your family at the lowest cost, so you have the most money left over to take other key steps toward financial security.

If you would like to retain the flexibility of tapping into a cash value life insurance policy's equity for retirement or other purposes down the road, you should consider either funding an independent policy for your ILIT or foregoing the strategy altogether.

Other strategies include waiting as long as possible before opting to receive Social Security benefits (which is smart for most people), and converting a term life insurance policy to a permanent life one.

Our other reason is simply that our review of the Top 10 Infinite Banking life insurance companies is NOT strictly based on cash value accumulation and wealth building strategies.

Twenty - Year alternative life insurance for seniors over 70 80, 75, 60 old age strategy, on the other hand, hair your payments and money advantages for a period of 20 decades.

A ladder strategy is a great way to layer multiple life insurance policies on top of each other to ensure high levels of coverage during your biggest periods of debt and avoid paying for coverage you don't need later in life (read: money - saving opportunity).

The ladder strategy works around this by stacking, or «laddering,» multiple life insurance policies on top of each other.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

It you have any questions about this or any other life insurance or estate planning strategy, connect with us today.

Thus, other life insurance products are more appropriate for cash value accumulation strategies.

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.

Retirement planning with whole life insurance is a powerful «holistic» strategy that should, at a minimum, be included as a integral part of a plan that includes other «traditional» retirement planning components.

Other strategies include the use of irrevocable life insurance trusts, and giving the cash benefit to your heirs as a gift while you are still alive if the amount you will be giving is less than a million dollars.

In addition to relying on a risky investment strategy, universal life insurance policies are also more expensive than other forms of permanent life insurance.

In an interview with M Saraswathy, V Manickam, Secretary General, Life Insurance Council talks about this initiative and other strategies for growth.

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.

A number of other types of life insurance policies or strategies offer some of the features of universal life and not others.

Using life insurance as an investment, like any other investment strategy does have pros and cons.

Whole life insurance on the other hand is what is referred to as long lasting insurance strategy coverage for aged 90 years.

Having learned and taught Dave's debt free strategies I find it more than a little troubling that, using myself as an example, if I were a smoker and took Dave's advice to use Zander life insurance, I would pay nearly $ 1200 more per year for a $ 500,000, 20 year term insurance policy than I would through most other nation wide agencies out there.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation