Life Insurance Planning

Life Insurance Planning Update…

THE NEW KIND OF LIVING BENEFIT LIFE INSURANCE

IF YOU OWN LIFE INSURANCE, ANNUITIES, REAL ESTATE, OR ANY OTHER ASSETS IN YOUR OWN NAME, YOU NEED TO BE AWARE OF THE FOLLOWING CRITICALLY IMPORTANT INFORMATION:

Do you own your life insurance and other assets in your own name? If so, these assets are at risk to possible loss to potential legal or tax agency attacks. It is very important to protect your life insurance cash values and other assets from these potential attacks and losses. You could lose these cash values overnight if you suffer a law suit and these assets are not protected. We would like to share some ideas with you that will better help you to bullet proof your life insurance values and other assets.

DO YOU HAVE THE NEW LIFE INSURANCE OR THE OLDER VERSIONS?

You NEED to learn about the new life insurance now available to you with new living benefits that you may qualify for and can add to your life insurance program. You may qualify for a tax-free exchange of your older policies to the newer policies. These benefits pay up to 90% of your death benefit if you are ever diagnosed with cancer, heart attack or stroke, or have to enter a long term care facility.

All of these situations are quite costly, and it is critically important to have tax-free funds readily available to you in a financial emergency, when you want and need them, funds to pay off a mortgage early, pay for medical bills, or student loans. Tax-free, liquid funds when you want and need them the most, without having to go to your friendly banker for a loan.

For Geneva Institute members, we offer a complimentary no obligation review and analysis of your current situation, goals and objectives. Your goal should be financial security and peace of mind no matter what happens in your life. Financial security should be your ultimate objective no matter what cards the game of life deals you.