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Speak to a Licensed Agent: (888) 397-4225
Or call : (409) 384-4441
Speak to a Licensed Agent: (888) 397-4225
Or call : (409) 384-4441
Call me at (409) 384-4441
Thom Hughes is here to help!
Thom Hughes is here to help!
Wealth Transfer
Learn the Basics about Wealth Transfer
Did you know that a life insurance policy may be one of the most efficient means to leave a legacy to your loved ones? Americo offers Lifetime Legacy, a specially-designed universal life insurance product for the Senior Market, to help address this need.
Passing on wealth to our loved ones is something for which most people plan. However, we don't think about the possible tax consequences our loved ones can face after we are gone. By positioning assets that you are not using for income into a life insurance policy, you may be able to pass on a larger, generally income tax-free benefit and avoid the costs and delays of probate. 1
Positioning some of your assets into Lifetime Legacy can immediately increase the value of your estate.
Did you know that a life insurance policy may be one of the most efficient means to leave a legacy to your loved ones? Americo offers Lifetime Legacy, a specially-designed universal life insurance product for the Senior Market, to help address this need.
Passing on wealth to our loved ones is something for which most people plan. However, we don't think about the possible tax consequences our loved ones can face after we are gone. By positioning assets that you are not using for income into a life insurance policy, you may be able to pass on a larger, generally income tax-free benefit and avoid the costs and delays of probate. 1
Positioning some of your assets into Lifetime Legacy can immediately increase the value of your estate.
| Lifetime Legacy |
| See Wealth Transfer in action |
1
Neither Americo Financial Life and Annuity Insurance Company nor any
agent representing Americo Financial Life and Annuity Insurance Company
is authorized to give legal or tax advice. Please consult a qualified,
professional legal or tax advisor regarding the information and concepts contained in this material.
Education | Wealth Transfer | Annuity Basics | Life Insurance Basics | Glossary | Needs Analysis
