Are you successful? Do you have adult children who are struggling? Do you want to give them a leg-up in this challenging world they face today? One way to transfer some of your assets while you are alive to a younger generation is to purchase and fund permanent insurance for them, employing the ‘be your own banker‘ concept. i.e. stacking the cash value and using the accumulation for a source of loans without having to go through financial underwriting. Another good approach is this: if you are able to employ premium financing solutions towards any variety of complex financial and tax problems you may be facing, consider purchasing a significant amount of permanent insurance in order to achieve your personal financial planning goals, business planning goals or legacy intentions. Call me today at (978)290-2462
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Robin Hubbard is a financial advocate, consultant, advisor, planner and coach for individuals, businesses, and investors. An agile, refreshing alternative to franchise firms, I don’t push product but find solutions for individual needs and ambitions.