Incorporating life insurance during the
financial planning process can accomplish multiple objectives, often
simultaneously. Frequently life insurance is recommended to provide
for final expenses and supplement income due to the loss of a spouse.
While death benefits from insurance are critically valuable, our
planners strive to include other benefits of life insurance while you
are still living. For instance, when structured properly life
insurance can accomplish multiple objectives such as providing
tax-free income, long-term care funding, or even paying for college.
for supporting our planners, our team of insurance experts at My Life
Guys, the insurance division of Strategic Tax & Retirement, are
readily available to develop and implement insurance solutions to
compliment most financial plans.
learn more about My Life Guys and the many positive benefits of
incorporating life insurance to your financial plan