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WEALTH TRANSFER

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.

3255 Wilshire Blvd.
Suite 1400
Los Angeles, CA 90010
800.541.4343
info@morganbradford.com

    


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