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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
May/June 2018
It's About Life
You probably know that life insurance provides financial protection for loved ones. But did you know that life insurance can also play a role in simple or complex estates? A Simple Legacy
In its purest form, life insurance protects your beneficiaries financially when you die. With life insurance, you needn’t own a multi-million-dollar estate to leave your family a financial legacy. While many retirees reduce the amount of life insurance they own, others keep some coverage to leave to loved ones. Remember, life insurance benefits to individual beneficiaries are exempt from federal income tax, too.Estate Tool
Life insurance also provides a way to fund various stipulations in an estate strategy, whether they
are for minor children or a special-needs relative. If you use an irrevocable life insurance trust, you won’t
owe estate taxes on the trust’s assets, either, since the trust owns the estate. Talk to your financial professional to
learn more.
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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