Grandparent


Tax-free Life Insurance Suggestions for Grandparents

Affecting future generations with life insurance planning. 

Although many grandparents are retired, there are equally as many who still are working full or part-time to help offset ever increasing medical insurance rates and ongoing living expenses.

It goes without saying, the loss of a spouse is always an emotional trauma to any couple.

Unfortunately, the passing of a spouse may be equally devastating financially to the surviving partner. It is often the case that a tax-free life insurance policy can be very helpful to the financial well-being of the surviving spouse.

Please call or email today to schedule a meeting or simply chat on the phone to discuss if life insurance should be a part of your financial plan.  800.277.3098

Using Life Insurance as a Gift: A Legacy a Grandparent Leaves his Heirs.

As a Grandparent you may be in a position to help fund a portion of your grandchildren's college education through life insurance or our self-directed, tax-free, Wealth Creation Program.  Indexed Universal Life is an excellent suggestion. Call today for details. 

It is ideal to start by using annual gifts at the birth of a grandchild. You decide the amount of your annual gift. Very flexible, tax-free growth and self-directed. Click here for more details

Questions? 1.800.277.3098

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