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21 Tarpaulin Way Wareham, MA 02571 Phone: (508) 291-7000 |
Wealth Transfer Life Insurance |
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bdk Services |
By positioning assets that you are not using for income into a life insurance policy, you may be able to pass on a larger, generally income tax-free benefit and avoid the costs and delays of probate. |
Wealth transfer planning can be as simple as repositioning an asset such as cash in a bank account, CD, annuity, or other similar asset for a single premium life insurance plan. Generally speaking, life insurance may produce a significantly better financial result for your beneficiaries. |
Up to 80% of your guaranteed minimum death benefit, less any loans, is available if you should become permanently confined to a qualified nursing facility or if you should be diagnosed with a qualifying terminal illness. You may use these dollars however you wish. |
INCREASE YOUR ASSETS AND INCREASE YOUR LEGACY |
Leave the legacy you and your loved ones deserve. |
A veteran owned business |