Your clients have worked hard for their money. Do they have wealth transfer goals? We have the most effective strategies for your clients to pass their wealth down to multiple generations without incurring estate taxes at each generation. Join our webinar on June 26, 2024, at 4:15 pm EST to discover how Dynasty Trust Planning with life insurance can benefit your clients. Register now to secure your spot! https://hubs.li/Q02BCTzQ0 #FamilyLegacy #FinancialAdvisors #RetirementPlanning #LifeInsurance #Webinar #Covr
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Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance Solutions, for an enlightening conversation about the role of life insurance in comprehensive wealth management — especially for high-net-worth individuals. Tune in now, or download the episode for later: 🎧 https://bit.ly/3wj8QBR #LiveLifeLiberated #LiberatedWealth #LifeInsurance #TaxPlanning #WealthTransfer
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Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance Solutions, for an enlightening conversation about the role of life insurance in comprehensive wealth management — especially for high-net-worth individuals. Tune in now, or download the episode for later: 🎧 https://bit.ly/3wj8QBR #LiveLifeLiberated #LiberatedWealth #LifeInsurance #TaxPlanning #WealthTransfer
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Assess Your Needs: Evaluate your family structure, financial obligations, and future plans to determine the coverage you require. Choose Wisely: Decide between term life insurance for temporary needs or whole life insurance for lifelong coverage and cash value growth. Determine Coverage Amount: Aim for a payout that is 10-15 times your annual income to cover financial responsibilities adequately. Check Insurer Reputation: Partner with reliable insurers like Morris Insurance Services, ensuring stability and quality service. Review Policy Riders: Explore additional benefits like the waiver of premium or accelerated death benefit to customize your coverage. Visit our website https://lnkd.in/ecnfsbv for more information! #LifeInsurance #FinancialPlanning #InsuranceTips #Coverage #PeaceOfMind #InsurerReputation #PolicyBenefits
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Fractional CFO & Franchise Consultant | We help you find your perfect franchise and put systems in place to keep it profitable, and tax favored, with the best chance to sell in the future.
💰💼 Did you know that the wealthiest families and businesses have all their serious money and life insurance policies? 💡💸 It's all thanks to three tax codes: 72e, 7702, and 101a. Let me break it down for you! 📚💡 72e allows your life policy to grow tax-free. 💰💰 7702 lets you access your life policy correctly, using it while you're alive, tax-free! 🙌💸 And 101a ensures that when you pass away, your policy passes on to your heirs and family, tax-free! 🏦💙 Stay tuned as Bill Walsh shares more insights! #WealthManagement #LifeInsurance #TaxCodes #FinancialFreedom #MoneyMatters #TaxFreeGrowth #LegacyPlanning #FamilyWealth #FinancialEducation
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🚀 Ready to supercharge your financial game? Say goodbye to limitations and hello to possibilities with Indexed Universal Life Insurance! 💼💡 Let's break free from the 401k norm and unlock a future of growth, flexibility, and tax advantages together. DM me to start your journey towards financial freedom! Comment IUL Below #FinancialFreedom #IULvs401k #InvestSmart #RetirementPlanning #LifeInsurance #IndexedUniversalLife #401kAlternatives #FinancialEducation #SecureYourFuture #WealthBuilding #TaxAdvantages #SmartInvesting #GrowYourMoney #MoneyManagement #BuildWealth #InvestmentStrategies #RetirementSavings #FinancialPlanning #LifeInsuranceAgent #ExpertAdvice #MaximizeGains #DiversifyYourPortfolio #SavingsGoals #FuturePlanning #FinancialWellness #RetirementIncome #FinancialSecurity #TakeControl.
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I don't know who needs to hear this, but... Did you know that life insurance can be a powerful investment tool? Through 501c8, a not-for-profit life insurance, you can secure your future while building wealth. Here’s how: 1. Guaranteed Growth: Enjoy stable returns on your investment, protected from market volatility. 2. Tax Advantages: Benefit from tax-free growth, ensuring more savings for you. 3. Community Impact: Your policy allows you to support community programs and initiatives. Ready to start investing in your future? Comment the word LIFE so we can send you the link to book a FREE consultation. #lifeinsurance #lifeinsurancematters #legacyplan #financialplanning #retirementplanning #familyprotection #insurancebenefits #notforprofit #notforprofitlifeinsurance #501c8
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Successfully helping Insurance Agents and Investment Advisors exceed all of their personal and professional goals.
CHECK ALL THE BOXES! This concept is ideal for high net worth clients who have an estate tax issue and also love the benefits that cash value life insurance brings to their financial plan. #lifeinsurance #SLAT #estateplan #retirementplanning #investmentadvisor
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🔒 Secure Your Future with Whole Life Insurance! 🔒 Whole life insurance offers: -Lifetime Coverage: Stay protected as long as premiums are paid. -Cash Value Growth: Accumulate cash value at 4% interest after 2 years. -Tax-Free Loans: Access cash value tax-free, similar to Roth IRAs and 401Ks. -Locked-In Premiums: Premiums remain stable based on your age and health. -Investment Diversification: Use it as an investment tool to bolster your financial portfolio. Message me to learn more and secure your peace of mind today! #WholeLifeInsurance #FinancialSecurity #Investment #LifetimeCoverage
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Would you like to jump start your wealth journey? Learn how to 𝙐𝙨𝙚 𝙇𝙞𝙛𝙚 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙩𝙤 𝙀𝙣𝙝𝙖𝙣𝙘𝙚 𝙮𝙤𝙪𝙧 𝙒𝙚𝙖𝙡𝙩𝙝 𝙅𝙤𝙪𝙧𝙣𝙚𝙮. Webinar will be on September 23, 2024 at 8 pm est. Meeta will present and discuss: - Differences between Whole Life and Indexed Universal Life (IUL) policies - How to use your policies for paying expenses and also investing - Benefits of life insurance vs 401k or 529 plans Chutima and Sanjay will be hosting the webinar.. Please register at the link in the comments. #realestate #passiveincome #webinar #commercialrealestate #Interestrates #finance #investing #savings #MultifamilyMasters #multifamily #cascadesps
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Would you like to jump start your wealth journey? Learn how to 𝙐𝙨𝙚 𝙇𝙞𝙛𝙚 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙩𝙤 𝙀𝙣𝙝𝙖𝙣𝙘𝙚 𝙮𝙤𝙪𝙧 𝙒𝙚𝙖𝙡𝙩𝙝 𝙅𝙤𝙪𝙧𝙣𝙚𝙮. Webinar will be on September 23, 2024 at 8 pm est. Meeta will present and discuss: - Differences between Whole Life and Indexed Universal Life (IUL) policies - How to use your policies for paying expenses and also investing - Benefits of life insurance vs 401k or 529 plans Chutima and Sanjay will be hosting the webinar.. Please register at the link in the comments. #realestate #passiveincome #webinar #commercialrealestate #Interestrates #finance #investing #savings #MultifamilyMasters #multifamily #cascadesps
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