Watch Our video to learn about:

  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The "tax time-bomb" and how it affects your heirs' taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate

WANT TO SEE WHAT A Wealth Transfer Plan CAN DO FOR YOUR Nest Egg?

Protect your nest egg with a wealth transfer solution

It's time to protect your nest egg and your beneficiaries from the "tax time bomb". Learn how to transfer your wealth in a tax efficient manner.