Broker Check

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.

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