Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
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Life insurance is often only viewed as a way to get a death benefit.
But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment!
Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance Solutions, for an enlightening conversation about the role of life insurance in comprehensive wealth management — especially for high-net-worth individuals.
Sean and Chris discuss:
- How life insurance provides the much-needed liquidity to pay off estate taxes
- Life insurance as an alternative asset class
- Four tax advantages of life insurance
- How business owners can effectively utilize insurance in risk management, exit planning, and other scenarios
- A rapid-fire Q&A session about insurance
- And more
Connect with Sean Clark:
Connect with Christopher Hyman:
Connect with Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory