Life Insurance for Wealth Preservation (Presented By: Craig Ferrantino, CWS®, CFF®)

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Did you know that life insurance can help save you and your family on taxes? Join us for this webinar to learn how! Many people use life insurance to help their family have access to income, but it can also be a very effective long-term wealth transfer instrument. If set up carefully, a policy can reduce the taxes you’ll face during your lifetime, as well as the income and estate taxes faced by your beneficiaries when inheriting your estate.

At this event, you will learn:

– Why life insurance has become a wealth preservation tool
– The different types of permanent life insurance
– The pros and cons of estate planning with life insurance

We look forward to answering any questions you may have about utilizing this strategy. Please register below if you’d like to learn more about a potential way to reduce your tax toxicity.

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.