Browsing Tag

‘retirement’

Segregated Investment Funds

Segregated Investment Funds

[:en]An Alternative Investment for Capital Preservation & Estate Planning Segregated Investment Funds are often misunderstood and underutilized by Financial Advisors and other Estate Planning professionals. The investment funds offered through insurance carriers provide unique benefits guarantees. Segregated funds offer both death benefit and capital guarantees in various forms. Some plans offer 100% death benefit guarantees from day 1 as well…

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Donating to Charity Using Life Insurance

Donating to Charity Using Life Insurance

[:en]If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose. There are different ways you can structure life insurance for use in philanthropy. The most common are: Getting an Existing Life Insurance Policy If you currently own a life insurance policy, you can…

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What the Wealthy Know about Life Insurance

What the Wealthy Know about Life Insurance

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance. Consider the following: A life insurance advisor in California recently placed a $201 million dollar life insurance policy on the life of…

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