Design your Portfolio: With the exception of using insurance to fund business continuity plans or to supplement retirement income, your advisors generally recommend owning life insurance outside your taxable estate. Irrevocable life insurance trusts (ILITs) often own the policies, and may be funded through a combination of gifting and financing strategies (including annual and lifetime exclusion gifts, installment sales, intra-family loans and grantor retained annuity trusts).
Retirement & Insurance Resources’ professional team works together with your advisors to design a customized portfolio of policies, tailored to meet the economics of your specific estate and income planning objectives.
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