when people think about life insurance the first question that is usually asked is: what is the difference between whole life insurance and term life insurance. in this video we get on the phone with our support team and break down some of the estate planning basics.
We also address wills and estate planning, financial planning, and some of the things that should be in place when your are setting up your plan for retirement planning. personal finance should be taken into account along with budgeting.
insurance policies can be put into a trust along with real estate and additional asset holdings.
Creating generational wealth all starts with a plan. Some of us do not have it in the budget to afford a lawyer but we offer diy wills and trust in your client portal. living trust and living will are vital and we offer all of that and more along with other valuable estate planning tips.
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