These life insurance case studies demonstrate how life insurance can be used to lower your borrowing costs and turn debt into savings, over time.
These life insurance case studies demonstrate how life insurance can be used to help you save money for yourself, your spouse, or your child to pay for future education needs (college, university, or trade school) or to start a business… all without sacrificing your future retirement plan.
These life insurance case studies demonstrate how to use life insurance to reduce the inherent risk of investing. Clients create more stable retirement income, improve the general performance of their investment strategy, and strategically add guarantees through life insurance policies. Retirement plans can also become less volatile and more predictable while reducing the risk of […]
These life insurance case studies demonstrate how life insurance can be used as an alternative to low-yielding savings accounts and also as an emergency fund. Any savings not used before you die is passed (generally, tax-free) to your heirs. Life insurance can also protect you from the unexpected — from sudden and unexpected unemployment, to […]
Using Whole Life Insurance To Finance A Vehicle… And More (Case Study) Summary When I met Madeline, she was angry about having saved so much money over her lifetime with very little to show for it. Financial advisors, and the mainstream financial media, had told her if she just invested some money in her retirement […]