Cascading Wealth through the Generations using Life Insurance

Cascading Wealth through the
Generations using Life Insurance

Clients’ situations vary, but many have common underlying objectives – to protect their families, and to preserve, grow and transfer wealth to the next generations in a way that is tax efficient. This presentation will show how permanent life insurance can help extend a client’s legacy beyond the next generation more effectively than other options.

Presented by:  
Patrick E. Uzan, BA (Econ.), CPA, CA, TEP, CLU

ZOOM LINK:   https://zoom.us/j/97306961522?pwd=WFBzdVN5NzFNeVRnQWFtclNld2MzUT09