We advise clients to think about legacy plans and ways to leave a sizable estate to the people who matter to them in a tax-effective manner. A financial legacy plan is put in place to leave to the people you love.
How do I set up a Indexed Universal Life plan
Talk to a Women Financial Power consultant to adjust plan to meet your objectives. When designing the strategy to satisfy the goals of the customer, Women Financial Power will collect information from the prospect
Does the IRS approve of Indexed Universal Life plans?
Section 7702(a) provides that, for a contract to qualify as a life insurance contract for Federal income tax purposes, the contract must be a life insurance
What is an Annuity?
Annuities give your the opportunity for lifetime payments and tax-deferred earnings.