Strategies
Discover the art of financial leveraging: multi-purpose your money, transfer risk, diversify investments, and use life insurance as a wealth building tool.
What kind of insurance do you need? Term Insurance that’s like a butter knife: a dull, everyday necessity that’s good at one thing: income and debt protection.
Or
Permanent PAR Insurance that’s like a Swiss Army knife: protection that can do a lot of different things like fund business operations and retirement, save taxes, transfer wealth tax efficiently, or provide investment diversification, but maybe it can’t do all of these at once.
Megaliving recommends a combination of both. Budget conscious start up businesses and families need affordable insurance options that can adapt to their changing needs. More affluent clients and businesses looking for tax efficiency use insurance as a wealth building tool with more sophisticated strategies.
Click on the strategies below to learn more and Book a Meeting.
