A level premium or limited premium whole life insurance can:
- provide asset reallocation and repositioning to serve your long term care needs
- be a gift to your grandchildren or children aside from using your Living Trust for gifting
- used to open a retirement plan instead of an IRA by end of the year for tax purpose
- is a tax free way of cash accumulation and distribution
- create an immediate estate to replace funds lost in stocks and other investments
- secure your family’s finances in event of death
- provide emergency funds since you can borrow from its accumulation
- increase your wealth base, long term, safe and secured/guaranteed
- be a collateral for a bank loan
- ability to invest cash value in growth securities
- tax free death benefit and tax free growth
- disability protection
- self funding
- distribution like a will
- protection for an instant permanent estate
- liability protection
- asset maximization
Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com CA Life Lic 0G60621 in 50 US states. Offices in San Jose, San Ramon and San Mateo
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