Leveraging Life Insurance As A Financial Planning Tool

Death is inevitable, albeit taboo. If we all know our mortality is guaranteed, why do only half of Americans have life insurance to safeguard their legacy?

To learn more about incorporating life insurance into your financial plan, watch our on-demand webinar “Leveraging Life Insurance as a Financial Planning Tool” with Carson's Matt Lewis, Vice President, Insurance, and Tom Fridrich, Senior Wealth Planner. They cover:

  • The role of life insurance
  • How to minimize taxes
  • Life insurance used in irrevocable trusts
  • Common beneficiary designation scenarios
  • And more!

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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