Sentences with phrase «purchase life insurance for estate planning»

These policies are the most beneficial for those who want to purchase life insurance for estate planning purposes, to leave an inheritance, or as a pension maximization strategy.

I also have affluent clients (ages 50 - 70 mostly) who purchase life insurance for estate planning purposes.

Not exact matches

Other Services: prepaid and gift cards, Asset management and retirement planning, online support for stock market information and transactions, home, auto, and personal loans, access to foreclosed - on real estate purchases, life, AD&D, and long - term care insurance, roadside assistance and auto repair warranties, and a wide array of other financial services are also offered.

We also help men ages 46 to 50 purchase term life insurance for business insurance, mortgage insurance, or for estate planning purposes, but these are less common.

Second - to - die life insurance, commonly referred to as joint life or last - to - die insurance, is a form of life insurance that is purchased for estate planning and is generally used to provide liquid funds to pay your eventual federal estate tax *.

Listed below are life insurance explanations as well as recommendations for purchasing a life policy, tax avoidance and estate planning strategies.

Life insurance for senior citizens allows seniors to purchase a policy that they can use for burial expenses, for paying off an existing mortgage, for estate planning or for any purpose.

While we generally recommend that most people purchase a term life policy in order to maximize coverage at the lowest possible cost, term insurance is not ideal for estate planning purposes.