Life Insurance, the Alternative Asset
Own an Attractive Alternative Asset Class
Fortunately, the affluent can earn more and accumulate more wealth over a lifetime.
Unfortunately, you’re obligated to pay more in taxes, too.
Some of you have learned the value of life insurance to offset tax liability and enhance generational wealth transfer. Others have yet to discover the extenuating benefits of this alternative asset.
Life insurance far outperforms its classic death benefit role.
The right policy reduces risk and taxes.
Whether you hold a Whole Life, Indexed Universal Life, or Variable Universal Life policy, you must ask yourself this question:
- Do I have the right amount of insurance at the right time?
The Right Amount of Insurance
Needs differ with the ebb and flow of life events.
When you’re younger and wrapped up in responsibilities of family and business, you may not take the time to consider the risks and rewards of building an estate.
If advised properly, you will have bought life insurance as a hedge against premature death to take care of your family.
When success arrives, and wealth forms, it is essential you turn to life insurance again to protect your growing estate. Or you’ll find the federal government an unwanted business partner.
Permit Axia Global to custom-match insurance strategies to your financial objectives at every stage of life.
Domestic and International Estate and Tax Planning
Custom Solutions to Reduce Taxes