Did you know…

Only 30% of families preserve their wealth through the third generation.

Source: Roy Williams and Vic Preisser, Preparing Your Heirs: Five Steps to a Successful Transition of a Family (Oregon: Robert Reed Publishers, 2010)

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The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.