What is a Cash Value Policy used for?
Cash value life insurance can be a useful tool for individuals looking for both insurance coverage and a savings vehicle. We work with you to identify your financial goals while also considering factors such as budget and risk tolerance.
After understanding your needs, we provide personalized advice on which of the following strategies listed below best align with your financial situation.
Our Strategies
Once we understand your financial goals, we work with you to create your customized policy and use cash value life insurance as a vehicle for the following strategies listed below.
Tax Mitigation Strategies
Our advanced strategies will keep more of your money in your pocket and build your net worth without adding new capital.
Infinite Banking
With this strategy, policyholders treat life insurance as a personal bank. If using this, please ensure you are working with a properly trained financial professional.
Retirement Income
We look at how inflation, taxes and additional expenses in your retirement years could leave you living a lifestyle you never planned on.
Life Insurance
We help you decide which policy is best for you so you can get the right coverage to protect your family and earn the peace of mind you deserve.
College Funding
We evaluate your college funding needs within your overall financial plan and strive to create a strategy to help you save and pay for college.
Estate Planning
We can help you take control of your financial life and eliminate uncertainties for the future.
Not sure if it’s fit for you?
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