Tag: insurance policy

3 Tips Savvy Investors Use to Manage Insurance

Couple Managing Insurance Plans

Let’s face it, even with the new tax laws in place, insurance policies are the most tax efficient ways to generate wealth and transfer it to the next generation. Savvy advisors and investors know that well-managed assets should include a strategic use of life insurance, along with other investment vehicles.  An Investor’s Secret Weapon Just… Read more »