Wealth House believes it is not only important to grow your wealth in a tax efficient manner but also to protect it!
Our insurance professionals along with estate planning attorneys assist our clients in accomplishing this goal.   Not only do we leverage insurance companies as providers of various life insurance programs for wealth transfer but also for solutions they provide for principal protection and growth of our clients wealth while living.
A few examples:
  • Buy/Sell for companies (term)
  • Take equity winnings off table to protect and grow (FIA)
  • Tax free retirement income (IUL)