Page 7 - 2022 MTN PL - Full Service Digital Book (1.)_Neat
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Life Insurance
and Estate Planning
There are more benefits to life insurance than
income protection. It can also act as an
alternative asset class — delivering good rates
of return. As well, life insurance is an important
tool designed to provide liquidity to help
offset estate tax liability. It’s no wonder more
and more affluent people are using it as a
component of their wealth transfer plan.
We’ll work with you to identify how you can
benefit from life insurance as a means of
wealth preservation.
Life Insurance
o Complimentary Audit and
Analysis of existing coverage
o Term Insurance
o Permanent Insurance (Whole Life
/ Universal Life)
o Life Settlements
o Private Placement
o Premium Finance
o Annuities
o Policy Audit and Analysis
o Fiduciary Compliance
Estate Planning
o Estate Analysis
o Split Dollar
o Pension Rescue
o Asset Accumulation
o Asset Leveraging
o Annuity Maximization
o Tax Saving Strategies
hubinternational.com The HUB Advantage | 2022
