USES OF WHOLE LIFE

ESTATE PLANNING

Establishing a proper estate plan for the orderly transfer of property at death can minimize taxes and provide for heirs in a way that will reflect an individual's desires. Whole Life Insurance plays a key role in providing for loved ones by offering:

• Adequate liquidity to pay estate and inheritance taxes
• Assets to generate income for a surviving spouse and children
• Estate equalization among heirs
• Funding for special needs of a child