Advanced Planning with High Net-Worth Clients

When it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. 

On this episode of The Wealth Stream Podcast Tim Scannell and special guest Kirk Hill give us the rundown on utilizing life insurance for advanced financial planning. 

In this episode, you will learn:

  • Appropriate and inappropriate uses for life insurance
  • How investment in long term care has evolved 
  • The best time to purchase insurance given the current circumstances
  • How low interest rates are affecting business during the current global situation
  • And more!

Join us to learn about advanced planning techniques and how changes in tax law and interest rates may affect you.

Related: Tax Avoidance vs. Tax Evasion