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Legacy Insurance – A Pillar of Wealth

Rethink Life Insurance – benefit from this pillar of wealth strategy that allows you to protect your future and build your legacy while offering tax-free access to cash now. A flexible way to build wealth.

How it works – a portion of your premium covers the cost of insurance, while the other portion of your money goes into an investment (cash value) that grows on a tax-deferred basis. The cash value can be used throughout your life, and the death benefit will include any accumulated cash value left in the policy. Upon death, your named beneficiaries or a charity of your choosing will receive a tax-free lump sum distribution.

The participating account

The participating account is the engine of participating life insurance. The potential dividends you may receive by your policy’s participation in the account are what make it unique and valuable.

Insurance participating account infographic

We also offer these additional solutions to help protect your family and your business:

  • Critical Illness insurance
  • Disability insurance
  • Term insurance
  • Key Person insurance
  • Business loan insurance
  • Buy-Sell insurance.

For more information about any of these Insurance strategies please reach out to our advisors.

Invested In Your Journey • Aspire Wealth Group

Align, Design & Achieve with Aspire Wealth Group.