Whole Life Insurance
Non-Correlated Growth
Steady growth based on dividends and bottom line guarantees. When the market is down, real estate is out, and interest rates are up, do you own an asset that is still growing in value?
Guaranteed Legacy Planning
Guaranteed Price. Guaranteed Coverage. This is the security many parents and grandparents are looking for to create generational wealth and a long lasting legacy. A tax free distribution helps to off-set tax burdens created by estates later on in life.
Judgement Free Asset
Similar to “homestead exemption”, the cash value of a life insurance policy is also exempt at least in part, in nearly every state. Policy holders enjoy exemption from bankruptcy and lawsuits alike.
Guarantees are backed by the financial strength and claims and paying ability of the issuing insurance company.