PERSONALIZED SOLUTIONS
CURRENT POLICY HOLDERS
At IIA, we've learned that the majority of life insurance policies that have been sold are incorrectly owned, and funded improperly. If you have a current policy that has not been reviewed in the past 5-10 years, let us take a look at it to see if we can structure it more efficiently for you.
PROSPECTIVE POLICY HOLDERS
Estate planning, wealth preservation, and retirement income are all good reasons to add life insurance to your portfolio. With the current estate tax exemption at an all-time high and scheduled to sunset in 2025, now is the best time to look at adding life insurance.
ALTERNATIVE ASSET CLASS
Because of the favorable tax treatment of cash within a life insurance policy, it pays to know what limits are available to you when it comes to growing your money. At IIA, we specialize in designing policies for high-income people who desire tax-efficient strategies for generating retirement income, with or without the use of leverage.