Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)

Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance …

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Life insurance is often only viewed as a way to get a death benefit.

But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment!

Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance Solutions, for an enlightening conversation about the role of life insurance in comprehensive wealth management — especially for high-net-worth individuals.

Sean and Chris discuss:

How life insurance provides the much-needed liquidity to pay off estate taxes
Life insurance as an alternative asset class
Four tax advantages of life insurance
How business owners can effectively utilize insurance in risk management, exit planning, and other scenarios
A rapid-fire Q&A session about insurance
And more

Connect with Sean Clark:

[email protected]
LinkedIn: Sean Clark

Connect with Christopher Hyman:

[email protected]
LinkedIn: Christopher Hyman

Connect with Centura Wealth Advisory:

(858) 771-9500
Centura Wealth Advisory
LinkedIn: Centura Wealth Advisory