Tax Shelter Programs

Protect Your Wealth with Innovative Solutions

Protecting your wealth becomes a much higher priority as you get a little older and begin to look at how much money taxes will begin taking a bite out of the money you want to retain that you’ve earned, and then pass down to your loved ones in the event of your death.  In these cases, we can utilize innovative solutions through Life Insurance to safeguard your wealth to be utilized more efficiently later in life.

A life insurance tax shelter uses investments in insurance to protect income or assets from tax liabilities. Life insurance proceeds are not taxable in many jurisdictions. Since most other forms of income are taxable (such as capital gains, dividends and interest income), consumers are often advised to purchase life insurance policies to either offset future tax liabilities, or to shelter the growth of their investments from taxation.

Learn More Today

We’ll send you a packet of information to begin learning how this unique approach can safeguard your hard-earned wealth today.  We can then work together to build a strategy together!