You planned your work and worked your plan for years to build your estate. Life is expensive and complicated; your life insurance doesn’t have to be. Life insurance is love and it’s the best way to cover your family’s future needs and show them how much you care. The most important feature of any successful retirement plan, other than keeping your money safe and income, is a legacy for your family. After all, your loved ones are the most important people in your life. Olive Creek Investments is here to help you protect and achieve your financial future. We are experts at protecting families for professionals and executives just like you.
Life insurance has changed in the last 20 years. There are many reasons why people purchase life insurance other than the traditional use. It is no longer just about a death benefit. Guaranteed whole life policies are now being replaced with policies called Indexed Universal life. They have a chance to accumulate more so you can you take tax-free income later. Many different scenarios and “what ifs” can be explored when using this income while keeping a death benefit intact. While there are limits to the amount of contributions to Roths and college funding under a 529 plan, with a IUL you can choose your annual premium or income you want later. You also can use the death benefit for long term care or sickness/injury. Our back office will custom design it just for you.
Legacy Planning Later
If you’re looking to live the retirement of your dreams while leaving a legacy, you’ll need competent financial, tax, and estate planning to help you achieve your goals. The three work in tandem and should all be included in your comprehensive plan. Life insurance is a must-have for people who are committed to protecting their loved ones in a tax-free way. It’s a smart and proactive way to protect those you care about in the case of a premature death.
At Olive Creek Investments, LLC, we often work with Generation Skipping Trusts for large estates. If your estate is valued over $100 Million, we’ll still have you covered so you have peace of mind. We’re here to help you continue your financial success and then transfer on what you worked so hard to achieve for yourself and your family so they can live life to the fullest.
Get your options today
At Olive Creek Investments, LLC, we pride ourselves on offering outstanding individually tailored custom plans, keeping taxes in mind during distribution. We work with a 100+ different insurance companies. When we are using the proprietary software and strategies that we are known for, we save you the time of shopping around and maximize your dollar, time, and death benefit. Call us for a no obligation quote today.
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