Insurance Planning
Uncertainties abound in our daily lives
And present us with the risk of premature death, disability, injury sickness, etc. both in our personal lives and in business settings. Insurance products are available to help deal with the consequences of these risks by providing income replacement, payment of debts, insurance for key persons, and buy-sell agreements.
In addition, life insurance can be a valuable and tax-efficient financial tool for:
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Estate creation, estate preservation, and estate equalization
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Charitable Giving
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Alternative Investment
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Retirement Income Planning
Insurance Types
Three most common insurance types to meet your needs are:
Our Partners
and many more...
At Wisdom Wealth, we have senior financial planners and insurance specialists who hold elite Chartered Life Underwriter (CLU ®) and Trust and Estate Practitioner (TEP ) designations and who are experts on planning and developing advanced insurance solutions based on your unique goals and financial situations.