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high-net-worth people

Premium Financing

{2 minutes to read}  Today, I want to talk about a strategy called Premium Financing. Premium financing is for high-net-worth people who want to purchase permanent life insurance for estate planning purposes. The insurance would provide funds to pay estate taxes, so that the family doesn’t have to liquidate assets such as real estate, businesses, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-07-23T16:35:10+00:00July 23rd, 2021|Blog, Estate Planning|0 Comments