You may believe you old policy is wothless or has very little cash value left. You may think your policy is too old, or that it can't be improved upon because your health has changed too much. You may be wrong!
Estate tax laws have changed significantly in you favor and today's insurance plans offer many new innovations. Now you may be able to consoderably improve your dated policies.
One of our clients owned $900,000 of life insurance wiht an equity (cash value) of over $530, 000. We showed him how he could gift his policy to charity and use his tax saving to buy a new one that would provide an even greater legacy for his heirs.
An 80-years-old client did not think she could improve upon her ten-year-old preffered issue policy, because she had
© 2005 Alan Kaye Insurance, Inc. National Financial Partners
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developed significant health challenges. With our help she sold her policy for triple its cash value! We then showed her how she could use the proceeds from the sale to buy a new policy that provided more guarantees and cost 20% less. She used her savings to make donations to her favorite charities.
Ask for free report and let us help you decide whether to keep your old insurance policies or sell, surrender, or replace them at a profit, enabling you to leave more for your heirs and favorite charities.
For a free, no obligation consultation and policy appraisal, by phone or in person.
CALL US AT 800.662.LIFE (5433) www.alankayeins.com
Alan Kaye Insurance Agency, Inc.
301 North Canon Drive, Suite 324, Beverly Hills, CA 90210
CA Insurance Licence #0465531
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301 N. Canon Dr. Suite 324, Beverly Hills, CA 90210
Phone: 310.277.9400
Toll Free: 800-662-5433 Fax: 310.282.0775 Email: akaye@alankayeins.com
Securities offered through Registered Representatives of NFP Securities, Inc.,
A Broker/Dealer and Member NASD/SIPC
Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor.
Alan Kaye Insurance Agency, Inc. is not an affiliate of NFP Securities, Inc.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000
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