Why do the wealthiest families in the country carry so much life insurance?
Life insurance, an unsuspected asset class
Life insurance as part of an estate plan deserves to be better known. The proof: while a growing number of business people and owners are making significant investments in life insurance, others continue to overlook this tremendous opportunity.
Yet, life insurance is a much more attractive financial vehicle than it seems, even offering benefits that are very difficult to match when it comes to transferring assets to future generations.
At Eric Bérubé Estate and Insurance Services, we specialize in developing strategies for life insurance in the context of estate planning. We devote all of our resources to it and know all the ins and outs.
If you say to yourself:
I don't need more life insurance!
Why would I deprive myself to enrich my children when I die?
Will I really help them in life by leaving them such significant assets?
See how we have been able to demonstrate to others with the same concerns that by forgoing a life insurance strategy, they were depriving themselves of a powerful tool.
Have we piqued your curiosity?
Contact our team to see how life insurance can help enhance your asset protection and estate planning strategies.
Your life insurance specialists
Eric Bérubé
Financial Security Advisor
Heidy Valle
Client Services and Underwriting Manager
