Creating an estate
Paying estate taxes
Funding a business transfer
Funding college
Paying off a mortgage
Protecting a business
Creating a retirement fund
Guaranteeing loans
Equalizing inheritances |
-If circumstances have kept you from accumulating sufficient assets to care for loved ones.
-Federal Estate Taxes are due nine months after death.
-Life insurance provides ready cash to finance business
transactions.
-Children or grandchildren can use cash value increases to accumulate funds for
college.
-Pass the family residence to a spouse or children, free of any mortgage
-Untimely key employee death may case a severe financial strain on
a business.
-Life insurance provides competitive returns and are a way of accumulating
funds for retirement.
-Personal or business loans can be paid off with insurance
proceeds.
-When the family business passes to children who are active in
it's success, life insurance can give an equal amount to the other children. |
