Learn the truth behind irrevocable life insurance trusts from financial advisor Brian Evans, CPA/PFS and how use life insurance policies to accomplish multiple objectives within your financial planning.
Key Points:
- Overview of irrevocable life insurance trusts (ILIT) and how to/why to use them
- Who is best suited for ILITs?
- Reasons that someone may not want to use an ILIT
- Real-world examples of the strategies tied to ILITs
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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
6 авг 2024
