Sound Financial Strategies for the Boomer Market

F I N A N C I A L   A D V I S O R



Legacy Planning

Most people believe that life insurance only provides death benefit. This is not true. Here are some other benefits:


• Tax-free retirement income

• Increase student financial aid

• Preserve a business from the principal’s premature death

• Replace assets going to charity

• Create a charitable gift

• Protect your family from premature death

• Fund long-term care

• And, if you no longer want or need your insurance, you may be able to sell it

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