INSURANCE
INDIVIDUALS AND FAMILIES
We have extensive experience working with high-income earning individuals and families to use insurance products in a variety of ways. Here are some of the common ways our clients use insurance:
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To protect their income in case of disability or critical illness;
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To eliminate mortgage debt in case of death or disability
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To provide for dependents post-mortem;
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To transition wealth tax-efficiently from one generation to the next;
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To donate charitably at end of life.
William Wealth offers a full suite of life, critical illness, and disability insurance coverages through a variety of carriers to complement client investment plans.
CORPORATIONS
William Wealth also works with businesses to provide key person protection and to fund buy/sell agreements through insurance plans. When appropriate, we consider the various tax benefits of life insurance products within a corporation. We collaborate with legal and accounting teams to leverage their expertise.
William Wealth offers a full suite of life, critical illness, and disability insurance coverages through a variety of carriers to complement client investment plans.
