What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…
Tag: life insurance
How to Buy the Right Life Insurance
Very often people hear they need life insurance, but they just don’t know why. Clients often shy away from buying life insurance to protect their assets and their loved ones…
Checklist: Death Of A Loved One
Article written by Jennifer Black and Dedicated Financial Solutions. The death of a loved one is a very difficult time and there are many things that need to be done.…
Universal Life Insurance - Understanding What It Is
Universal life insurance is a permanent life insurance plan. ManuLife’s Innovision, Limited Pay UL and Security UL are examples. They combine permanent life insurance protection with the benefits of tax…