Life Insurance 101: How It Fits Your Financial Plan
Автор: Infinity Tax & Financial Planning
Загружено: 2026-01-08
Просмотров: 3
Описание:
When most people shop for life insurance, they ask "how much coverage do I need?" We recommend starting with "how does this fit with everything I'm doing financially?"
In this video, I'll show you how life insurance can work with your taxes, investments, and estate planning—not in isolation.
When properly integrated, life insurance becomes a strategic tool for tax diversification, business succession, retirement income, and wealth transfer.
Three key points:
Timing matters - rates increase with age
Your needs evolve as wealth grows
Coordination creates value you'd miss in isolation
At Infinity Tax & Financial Planning, we integrate life insurance into your complete financial picture—taxes, investments, estate planning, and long-term goals all work together.
📞 256-527-4214
🌐 https://www.infinitytaxandfinancial.com/
📍 Huntsville, AL | Seminole, FL
Chapters
00:00 - Introduction
00:40 - What is integrated life insurance planning?
01:25 - Term life insurance explained
02:07 - Permanent life insurance explained
02:47 - How much coverage do you need?
03:46 - Key considerations
04:44 - Next steps
#LifeInsurance #FinancialPlanning #TermLifeInsurance #PermanentLifeInsurance #IntegratedPlanning #TaxPlanning #WealthManagement #HuntsvilleAlabama
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