Provide your loved ones with a dependable, tax-free benefit.
Wealth Transfer Insurance is one of the safest, most dependable investment options available for many families. It’s a single premium life insurance product that offers an immediate death benefit if the owner passes away.
Wealth Transfer Insurance invests assets the owner does not intend to use during their lifetime (such as low interest rate CDs) into a higher-yielding product. It offers your recipients favorable tax treatment and guaranteed returns.
A FREE consultation with one of our experienced advisers can help determine the best possible Wealth Transfer Insurance policy for you. Fill out the form below and we’ll be in touch!