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 to a younger generation while you are alive 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 for their personal use, business purposes and investment opportunities without having to go through financial underwriting, or for a stream of future, after-tax income. Another approach: 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 with premium financing options 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, planner and coach for individuals, businesses, and business investors. An agile, refreshing alternative to franchise firms, I don’t push product but find solutions for individual needs and ambitions.