The Morgan Bradford Services
FIXED ANNUITIES
LTC INSURANCE
LIFE INSURANCE
COMMODITIES
PENSION PLANNING
WEALTH TRANSFER TECHNIQUE
Wealth Transfer Techniques
Wealth Transfer, simply put, is really nothing more than trading an asset such as cash in a bank account, certificate of deposit (CD), annuity or similar asset and repositioning them into a single premium life insurance plan offering attractive financial results. It allows you to maximize what you can leave to your heirs while offering the comfort of guarantees not typically found in other options. Regardless of the asset, the tax-free death benefit of life insurance results in a superior outcome for your heirs. With our expertise, you can leave a larger inheritance, minimize income tax and avoid the expense, delay and publicity of probate.
