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:
Connect with Sean Clark:
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Connect with Centura Wealth Advisory:
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
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