Services


Wealth Transfer Alliance is widely respected within the financial services industry as experts in the field of life insurance and serves as a consultant to attorneys, CPAs, insurance professionals and other advisors on the proper placement and funding of life insurance within a client’s overall financial plan.

Wealth Transfer Alliance coordinates the efforts of the client’s advisors (legal, financial and tax) to incorporate all planning into a single comprehensive solution based on the client’s needs and resources.





Solutions


•Life Insurance as an Asset

•Creating & Preserving Wealth

•Irrevocable Life Insurance Trusts (ILITs)

•Grantor Retained Annuity Trusts (GRATs)

•Premium Financing Arrangements

•Captive Insurance Planning
   •Zero-Out Estate Taxes

•Wealth & Estate Planning

•Charitable Gifting Arrangements<

•Maximize IRA’s

•Life Settlements/Sell Old Life Policies

•Policy & Carrier Reviews





Products


•Universal Life

•Term Life

•Equity Indexed Life

•Split-Funded Defined Benefit Plans

•Buy/Sell Plans
   •Variable Universal Life

•Whole Life

•Survivorship Life Insurance

•Disability Income Plans

•Executive Bonus Plans