Life insurance can be an extremely important, even essential, part of your financial plan. One of
its most attractive aspects for many individuals and families is the death benefit of the policy—
the money that the insurance company pays out in the event of the insured’s death.
But navigating the life insurance landscape can be tricky—and people often make costly
mistakes. Three of the biggest we see regularly:
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.
What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?
Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include: