What is the best gifting strategy of our era?
Financial advisor Brian Evans, CPA/PFS explains how to improve your financial plan through gifting life insurance to earn tax-free cash flow.
Key Points:
- Overview of the gifting strategy
- Significance of fixed index universal life policies (FIUL) and the benefits of gifting to other generations
- Who is best suited for this strategy?
- Who is not best suited to gift a FIUL?
- Real-world examples of this strategy
------------
12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our RU-vid channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps
12 июл 2024
