When you get hit by God's bus, what will happen to your loved ones? Special needs children require a Special Needs Family Trust, and that's where planning comes in. An attorney can prepare the trust, and I will help you fund that trust using options like legacy planning insurance or life insurance for special needs. You CAN afford it—just
When you get hit by God's bus, what will happen to your loved ones? Special needs children require a Special Needs Family Trust, and that's where planning comes in. An attorney can prepare the trust, and I will help you fund that trust using options like legacy planning insurance or life insurance for special needs. You CAN afford it—just call me. Together, we will analyze the benefits needed and secure the proper coverage, including business succession insurance if applicable. Unless you want your special needs child to fall under the care of the State, this is an essential conversation.
An attorney knowledgeable in Special Needs Family Trust should be consulted. I will recommend a trusted law firm, or we can work with yours.
In my previous role teaching Post-Graduate Business Planning, I've emphasized the importance of business succession insurance. When we have our discussion, we will focus on ownership succession, especially in life's unpredictable moments. By increasing your awareness of personal insurance, including legacy planning insurance, we can ensur
In my previous role teaching Post-Graduate Business Planning, I've emphasized the importance of business succession insurance. When we have our discussion, we will focus on ownership succession, especially in life's unpredictable moments. By increasing your awareness of personal insurance, including legacy planning insurance, we can ensure your loved ones are protected, which also serves as a solid investment for your retirement. Additionally, we'll explore how key employee insurance stabilizes your staff by providing for your employees' families, acts as Golden Handcuffs, and builds cash value for your business. Remember, these premiums can often be expensed to the business. Feel free to ask me how to incorporate life insurance for special needs into your planning.
God's Bus is coming for all of us. When it stops for you, your charities and family will receive the wealth you leave behind--Tax Free.
A LEGACY plan will increase in value, while you stay in control as long as you live -- in case you need it. You may also borrow from the cash value of the policy. With legacy planning insurance, you can c
God's Bus is coming for all of us. When it stops for you, your charities and family will receive the wealth you leave behind--Tax Free.
A LEGACY plan will increase in value, while you stay in control as long as you live -- in case you need it. You may also borrow from the cash value of the policy. With legacy planning insurance, you can control how they receive it. Additionally, you can establish a legacy gift for your church or charity, or consider life insurance to fund a Special Needs Family Trust. Contact me to better understand the benefits of creating a Legacy account, under your control, until you see the bus coming.