Generating Greater Future Inheritance
with Current Assets
As we mature, many of us struggle with the balance between living the retirement lifestyle we want and trying to provide security for our family. In many ways, the process is much like establishing the legacy we will leave behind needing to live for yourself, but also wanting to make a difference larger than yourself. Fortunately, there are options that will allow your lifestyle and protect their inheritance, while also sheltering your family from taxes and court-related delays. Wealth Transfer is a simple but powerful technique that increases inheritance.
What Wealth Transfer means to you:
• Allows you to assign a portion of your assets to transfer wealth from you to your heirs
• Frees the rest of your assets for your lifestyle
• Increases value over the course of your policy
• As beneficiaries of your plan, heirs avoid the delay, cost, and pain of probate
• As beneficiaries of your plan, heirs can plan for taxes and avoid estate taxes
Contact me to discover financial planning tools that can enrich your lifestyle.
Provided By:
RTC Insurance Advisors – Robert Colucci
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