Life Insurance as a Tax-planning Strategy for High Net Worth Families

Episode Summary

Life insurance can play a crucial role in tax planning for high net worth families for issues including asset control and protection, tax efficiency, estate preservation, multigeneration planning and fulfilling charitable intentions.

Gregory Lopez is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) with Marcum Insurance Services. Greg helps his clients identify their financial goals and objectives, and has built financial plans that include life insurance, executive benefits, asset protection, charitable planning, and investment and retirement planning.