Incorporating Legacy Investing as a Powerful Part of Your Estate Plan

Modern Family Matters

Join us as we sit down with Senior Wealth Strategist, Blake Brogan, to talk through alternative investment ideas that can help you maximize your money in order to help create a family legacy in years to follow. In this interview, Blake discusses the following:
• Strategies to maximize retirement income, while using the fewest dollars possible.
• How insurance policies can be used to be an important part of your estate plan.
• Understanding what leveraging your income is and how it works in retirement and estate planning.
• What Indexed Universal Life Policies are and how they fit into an overall estate plan.
• Using Tax-free growth and creditor protection to help build a legacy plan for retirement or passing on to your heirs.
• Using insurance to balance your retirement income with the amounts you pass on to your heirs at your death.
If you would like to speak with one of our family law attorneys, please call our office at [phone], or visit our website at https://www.landerholmlaw.com.
To speak with Blake further about alternative investment ideas, you can contact him via his website: https://moneyinsights.net/about/
Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.