If you’ve been considering gifting some or all of your highly appreciated stock, business interests, or other assets to charity as part of a tax-saving plan, then life insurance may be the missing piece of the puzzle. You can use life insurance to offset the loss to your beneficiaries in the event that you gift [...]

Giving back to our favorite charities is a great way to feel good about ourselves, but it can be hard for us regular folks to donate the kind of large amounts that can really make a difference. That's why life insurance is such a great option for donating - it doesn't have to break the [...]

Are you looking for a way to leave your loved ones a financial legacy? Structured inheritance utilizing life insurance is something to consider. It’s not something that comes up in everyday conversation, but it’s an important topic to discuss. Let’s talk about it! What is Structured Inheritance? Structured inheritance is a process of transferring assets [...]

Have you ever wondered how to divide up your assets after you’re gone so that each of your heirs receives a fair share? If dividing certain assets equally among them is going to be tricky, life insurance may just be the answer. Let’s take a look at why this is an ideal solution. One Size [...]

Have you ever wanted to be a millionaire like the ones you see in movies, but don't have the time or motivation to work your way up there? Well, life insurance may just be your golden ticket. That's right, life insurance can help you build an estate without all the hard work! Let's dive into [...]

If the years since we first heard the word “pandemic” have taught us anything it is that financial planning is more important than ever.  And, we are here today to put a stake in the ground for life insurance having a seat at that planning table. Think of life insurance’s role in financial planning in [...]