INSURANCE
Insurance can be a very useful tool when funding estate
planning strategies.
Some common uses of insurance can be to:
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Create and estate when there is none to take care of
the survivors
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Create a source of income for the survivors
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Create a source of funds to pay estate taxes
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Create a source of funds to replace
assets for families that were gifted to charities
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Create a source of funds to maximize the estate for
family
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Create a source of funds to make a large gift to
charity
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TERM INSURANCE
Term
insurance is purchased for a certain period of time.
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UNIVERSAL LIFE INSURANCE
Universal
life insurance is designed to offer maximum flexibility by combining some of the
key features of whole life insurance with some of the advantages of term life
insurance.
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WHOLE LIFE INSURANCE
Permanent life insurance coverage
for as long as you live and continue to make timely premium payments. With level
premiums and the accumulation of cash values, whole life insurance is a good
choice for long-range goals. The guaranteed cash values can provide money later
on to help with temporary needs or emergencies.
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ANNUITIES / LONG TERM CARE
An
annuity, the principal return is tax-deferred, and you will only pay taxes upon
withdrawal of funds. So as your saving - you pay no taxes! The result over the
long-term is more cash available to earn interest. True long-term care-sometimes
also known as "custodial" care-refers to a variety of services that help a
person with comfort, personal, or wellness needs.
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For more information about these Insurance Policies or to get started today
please contact us:
Info@fountainprogroup.com
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