529 & College Savings Plans
Life Insurance Plans
Growth and Protection
Help protect your child’s insurability early on so that no ones can take it away from them. Permanent life insurance options allow tax favorable growth within a protected insurance policy. A portion of the money within this policy can be loaned out at any time for strategic use along the way.
529 Plans
College Specific Savings
Provide a high growth account for your kids or grandkids to attend higher education. Withdraws from this account come out tax-free as long as it is used for qualified education-based purchases. If your first child doesn’t use it, feel free to transfer between siblings or cousins. If higher education is not in the game plan, transfer partial funds to a Roth IRA retirement plan and help set your little ones up for inevitable success.
