Life insurance may not have been the top item on many Christmas lists last year. It’s no surprise – after all, we’ve built the conversation around death benefit. And who wants to give a gift that’s focused on death? But, as a tool for gifting to future generations, it can be so much more. Even while living.
Watch this valuable replay to learn how a cash value life insurance policy can form the foundation of a creative gifting strategy. You may be overlooking indexed universal life as a solution that can provide a flexible, tax-efficient, long-term legacy for planned expenses such as:
- Grandchildren’s college education
- A down payment on a home
- Retirement income or longevity protection
The holidays are long over, but life insurance is the multi-generational gift that keeps on giving.
About the Speaker
Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan. As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts.
Sam Rocke leads the Ash Life Audit, Life Marketing and Advanced Markets teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business as he assists by providing objective evaluations of new or existing coverage.