Beyond Capital Transfer

The Definitive Guide to Income Maximization With Life Insurance

Our latest guide, Beyond Capital Transfer, discusses advanced life insurance strategies that go beyond wealth transfer and death benefit.

A common misconception among consumers and many financial advisors is that life insurance is designed to only provide a death benefit for the next generation, with little impact on the first. The reality is there are many creative structures incorporating life insurance that can not only increase income in retirement, but also shelter, or “insure,” against market risk, with wealth transfer being an ancillary benefit.

This complimentary guide provides:

  • Overview of 5 advanced creative life insurance strategies
  • Details on how clients can efficiently increase retirement income
  • Information on how assets can be repositioned and sheltered against market risk
  • Concepts for improved tax-efficiency and leverage
  • Case scenarios and illustrations

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