“Plan for the worst and hope for the best.” – making sure your loved ones are taken care of in your passing is usually most people’s goals when talking about life insurance. Life insurance can be so much more however. It can be used as a tax shelter, saving vehicle, to fund the transfer of a business, estate planning, and even charitable gifting. We are firm believers in not being insurance poor, but life insurance is a great tool to have in your tool box.
