Setting up policies on yourself and your family member will allow you to completely change your family tree over a generation.

Estate Planning

Wealth transfer strategy used by affluent people.

There is no better tool available right now to transfer wealth down the generations like a properly designed whole life policy can.

The biggest tax bill that you’ll ever have to pay is on the day you die. Most people don’t realized this fact, but if you are not set up properly, the taxman will chew up a big piece of the pie that you’ll leave to your family.