Bend Don’t Break: Flexibility In Estate Planning With Index Universal Life Insurance

May 6, 2024 by Sean Brady

Greek philosopher Heraclitus famously captured the dynamic nature of life in his brilliant yet simple quote, “The only constant in life is change.” With the inevitable life changes we will all face, creating an estate plan to determine one’s future legacy can seem daunting, but that does not diminish the need for it. At its core, estate planning is a vital aspect of financial management that ensures the smooth transition of wealth and assets to future generations. Proper estate planning must consider these inevitable changes, anticipate their impact, and incorporate adaptability to successfully achieve the intended goals.

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Originally Posted at Broker World Mag on May 4, 2024 by Sean Brady.