Praxis Capital and Investment Management
Annuity - Life Insurance and Risk Management
Annuities, Life Insurance, Buy-Sell Agreements, ILITs, GRATs......all can seem confusing at the onset. Often times we come across new clients that either are paying too much for the insurance they have OR the insurance policies they own are not suitable.
It is our opinion that Insurance (appropriate) can ONLY be defined after having identified a clear financial and estate plan that truly identifies the potential risk of loss, tax liabilities, business transition and even enhanced wealth transfer to heirs.
Do contact us to discuss your Financial and Estate Plan in addition to what insurance is approprirate. Whether you in retirement, nearing retirement years, just beginning a career or going through life events such as marriage, divorce, children, job changes........ALL of these often times has a tremendous impact on your insurance. Dont take it for granted!
