Have you ever thought about insurance as more than just protection? I had a great chat with Patrick Lonergan on the Vital Wealth Strategies Podcast about how insurance—when used strategically—can do much more than just manage risk of tragedy.
We explored advanced planning tools like ILITs, PPLI, and executive benefits, and how they can help business owners and entrepreneurs reduce taxes, preserve wealth, and strengthen their long-term financial strategies. Watch the full episode below.
If you'd like to explore your insurance options, complete our life insurance questionnaire, disability insurance questionnaire or long-term care insurance questionnaire.
You can also sign up for a free, 15-minute call to learn more about our smart, ethical approach to life insurance.
If you're interested to learn more about permanent life insurance, Which Type of Permanent Life Insurance Is Right for You? (5 min) is a great place to start.
