Great News! We've Found a Good Strategy for You.| Some Good Strategies for You.
Based on what you told us we think the below NIW strategy would be a great option for you. The next step is to set up a time to speak to a licenced professional to learn more.
Multi-Gen
MultiGen is a multi-generational estate planning strategy for high net worth individuals with a "rated" or uninsurable status. Unfortunately, this status typically makes it hard to use traditional estate planning methods.
Value Provided
- Protects the estate plan over multiple generations
- Client maintains control of their assets and their earnings
- Using financing has the potential to reduce your taxable estate
Required Qualifications
- Net worth greater that $25m
- You are "rated" or uninsurable
- Able to obtain insurance on the children or grandchildren who are in good health
- Children or grandchildren have estate tax exposure
- Ability to pledge collateral