Combining leverage and life insurance to create wealth planning strategies for our clients has become very popular. We reviewed some of the common strategies and the planning issues that must be addressed to accomplish success. These strategies are a great example of how working together can create value for our clients.
October 5, 2022: The use of life insurance has been very common in this country for over 100 years. It creates some extremely appealing tax advantages for small business owners. We expand further on this by looking at the strategic value of life insurance for estate planning and long-term investment.