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Using Life Insurance to Transfer Wealth

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Using Life Insurance to Transfer Wealth

Using Life Insurance to Transfer Wealth

Using Life Insurance to Transfer Wealth Life insurance can be a useful tool to accomplish many different planning goals. Specifically, if you are investing for a purpose that extends beyond your lifetime � like preserving wealth for generations to come � then life insurance can be a very attractive investment vehicle. Keep reading to see how a well-designed life insurance strategy can be a tax-efficient way to transfer wealth and protect your legacy.
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