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Growth Potential
When we think of our retirement years, we envision spending time relaxing with our loved ones, pursuing a hobby or visiting places we never had time to travel to. It is easy to look towards an ideal future while comfortable in your current lifestyle.
Estate Planning is a Matter of Trust
John, 58, is married with three children and is a partial owner of a tech business. He and his partners plan to sell the business in the near future and although John is onboard to do so, he is a bit nervous about how to handle his estate with this big change.
Estate Planning for Business Owners
As a business owner one of the first things you should consider is how to protect against an event that may threaten the future of the business, such as a death or disability of a proprietor, partner or key employee.
Charitable Gifting in Your Estate Plan
If you are charitably-inclined and are looking for ways to give back to your community or support a cause you cherish, consider making charitable giving a part of your estate plan.
Be Confident in Your Decisions
Mark, age 75, and Debbie, 76 have been happily married for 50 years. Since they never had children, they were very charitable, focusing their time and money on their local church, hospital and community.
Are your key employees protected?
Think about the key employees at your firm; maybe they are valuable because of their expertise, power, innovation or information.
Are you protected?
Your income is the driving force behind all the plans you set in motion, from buying your first home to saving for retirement.
Aging With A Plan
Marvin and Ethel, 71, have two adult children Sally, 38 and Larry, 42 who are married with children but live in different states and rarely see each other.
A Smooth Journey Towards Retirement
If you are looking for a safe investment vehicle that can protect your savings and grow your assets, an annuity could be the solution for you.
A Little Can Go a Long Way
If you want to give back to your community or contribute to a cause you support, a Charitable Gift Life Insurance Policy is a simple way to leverage your meaningful intentions.