Life Insurance Strategies
Life Insurance Strategies
Insurance strategies integrated with:
- Financial Planning
- Trust Services*
- Retirement Programs
Can Provide Income and Estate Tax benefits for:
- Personal Needs
- Legacy planning
- Estate tax liquidity
- Philanthropic aspirations
- Income replacement
- Business Needs
- Succession planning/key person
- Deferred compensation
- Buy/Sell funding
Life Insurance may provide:
- A substantial benefit in exchange for a relatively low amount of premium dollars
- An income tax-free death benefit to your named beneficiaries
- Estate tax-free proceeds with proper planning
- Liquidity when estate taxes are due
- An opportunity to accumulate assets on a tax-advantaged basis
- A source of tax-advantaged funds to satisfy a variety of objectives, including education funding and retirement planning
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.