Insurance

Permanent life insurance
solutions for wider objectives

Permanent Life Insurance is a non-market correlated separate asset class that business owners can use to secure their retirement lifestyle and maximize the transfer of wealth to future generations. It is by far the best way to safeguard against “sequence of market returns risk” once a business owner places a substantial portion of his former business equity into the public markets. The Advanced Planning Groups of our top-rated carriers keep track of the shifting tax and legal environment and understand how to handle large and complicated planning scenarios and tax diversification strategies.

Life insurance can provide permanent asset protection, permanent guaranteed death benefits, accelerated cash value creation for tax-sheltered asset growth, retirement income supplementation, or a reserve of accessible benefits for chronic illness conditions. Having the right strategy in place makes all the difference between preserving your pre-exit lifestyle throughout retirement or experiencing a stressful financial shortfall. Our network of top-rated insurance carriers provide creative ways to structure your financial affairs to protect against the unique aging risks that occur during retirement. Summit Legacy Advisors has the expertise to truly fortify your family’s financial growth and preservation opportunities. Just fill in the information below, and we’ll be in touch with you shortly.