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Have you established a plan for tax-efficient wealth transfer? -
Does your financial plan cover all the risks your family faces? -
Do you have a strategy to generate lifetime income in retirement?
There are many financial risks that your family faces while it’s growing, and even more later once you reach retirement. Alpha Beta Gamma Risk Management was established to help shift risk away from your family and protect you from life’s potential adverse events.
Annuities have evolved to meet more retirement needs. Insurance companies now offer strategies to help protect your principal and create monthly retirement income that won’t run out, as well as cover other things like long-term care, spousal survivorship and more.
There is arguably no more tax-advantageous way to transfer wealth to your heirs than life insurance. Today’s policies also offer the chance for growth in addition to lifelong coverage that won’t end when you reach a certain age. We research and compare possibilities.
