The proceeds from a life insurance policy can provide cash so that families can maintain their lifestyle in the event of a death. In addition to meeting income replacement needs, life insurance is an excellent source of funding for estate taxes. With proper planning, life insurance creates income tax-free and estate tax-free liquidity at the exact time estate taxes are due. With existing life insurance, it is important to evaluate the following: need for coverage, insurance company ratings, policy performance, appropriate ownership, and beneficiary designations.

For more information on Solenture's Life Insurance,
contact us at 1-800-456-7226.
 

DISCLAIMERS

The material and analysis within this report requires careful review and consideration.  You, the client, should review it thoroughly with your personal tax and/or accounting advisors.  Solenture, Inc. and Solenture Advisors LLC are neither accounting nor legal advisors and you should not rely solely on this information for your final decision.

The above advice was not intended or written to be used, and it cannot be used, by you for the purposes of avoiding any penalty that may be imposed by the Internal Revenue Service.

The above advice was written to support the promotion or marketing of the transactions or matters addressed by the written advice, and, based on the particular circumstances, you should seek advice from an independent tax advisor.

Securities products offered through registered representatives of Mid Atlantic Capital Corporation (MACC). Member FINRA and SIPC. Solenture is not a subsidiary or control affiliate of MACC.
Advisory services offered through Solenture Advisors LLC., a registered investment advisor.