top of page
  • Writer's picturePeter C. Ciravolo

Is there a time and place for permanent insurance? YES!



Is there a time and place for permanent insurance? YES!


Is it oversold? YES! ๐Ÿ‘‡


Here are some legitimate reasons to implement permanent insurance policies.


1) Estate planning for high net worth individuals.


2) Special needs planning.


3) If all other options are exhausted and a tax sheltering is needed.


Another great thing to think in regards to utilizing permanent insurance is hybrid / asset based long-term care policies.



BC Brokerage


Insurance for Fee-Only Financial Planners | We make insurance simple | 100% Independent | Life | DI | LTC | Annuity ๐Ÿ“ˆ


www.bc-brokerage.com

40 views0 comments
bottom of page