By Raymond Nash
Generational Wealth Transfer Strategies
Carrier Spotlight – Pacific Life
We are entering the era for the Great Wealth Transfer where $84 trillion is expected to be passed down to the next generation over the next 20 years. Ultra wealthy families need to approach this transition with comprehensive, multi-faceted plans and should rely on guidance from their advisory team to navigate the complexities of the process.
Our partnership with M Financial Group grants us unique access to a several highly rated insurance carriers through proprietary product selection, direct access to underwriters, and dedicated service teams. We value our partnerships with insurance carriers and work with them on a daily basis. Each carrier has niches that can be helpful in special circumstances, and we keep these in mind as we help our clients determine the best life insurance path, based on their goals and objectives.
Pacific Life took time to create an infographic that demonstrates 3 Tax-Smart Strategies to Help Protect Your Life’s Work. This piece creates a great visual for some of the challenges and hurdles that business owners face as they navigate the versatility of life insurance in their financial portfolio. We are proud to partner with Pacific Life to create a path to life insurance for anyone who has a need.
Contact us with any questions or opportunities to help you or your clients achieve identified goals. This is what we enjoy doing for only a select number of families, businesses, and charitable institutions each year, and we look forward to hearing from you.