SOCIAL MONETARY TRANSPARENCY Many individuals go to great lengths to secure their assets. Whether it be hiring an attorney or setting up an account, people are anxious to ensure they’re protected. It’s a matter of fact that we live in a litigious society, and if by chance you get
THE MOST VALUABLE BENEFIT OF LIFE INSURANCE FOR CHILDREN “Just use the debit card,” my daughter Meghan said to my wife. Like every kid, my children weren’t born understanding the concept of money. To them, you swipe a card here and you swipe a card there and stuff becomes
Considering life insurance for estate planning? Smart move! The right type of life insurance can provide substantial benefits to your heirs, help protect your business, and guarantee your legacy. In addition to a will, insurance policies—particularly those purchased through a trust—are one of the most secure financial tools to
Cash Value Life Insurance vs. Banks Business owners and managers alike understand the importance of having liquid capital to support growth. Though money for a business is necessary, oftentimes finding it or borrowing it can be difficult and stressful. There is one strategy, used by many businesses, which provides
Welcome to The Donohoe Bulletin A Letter from Patrick Donohoe, CEO After more than 10 years of advising clients on the Perpetual Wealth Strategy, there’s one thing we continue to hear more than anything else: “I want to know more.” This financial path is out of the mainstream. It
Whole life insurance policies have a unique feature that makes them ideal vehicles for growing and protecting wealth—cash value. But how does cash value work? How does it grow? How do you access your money and what are the tax implications? Let’s break it down. What is the Cash
Universal life insurance and whole life insurance are both appealing options for individuals interested in using permanent life insurance as a way to grow wealth they can use while they’re living, while still providing their loved ones with financial security after they’re gone. But which one is right for
Indexed universal life (IUL) insurance combines the death benefit of a life insurance policy with the cash value of an asset and the investment options of an index—plus flexible premiums—all into one product. IUL policies are sold as financial multi-tools with an array of benefits. But before you decide
Univesal life insurance is a popular form of permanent life insurance, but is it right for you? Like any financial tool, it depends on how you want to use it. What are your financial goals? What is your tolerance for risk? How much control do you want to have
When people think of life insurance, they initially think of the death benefit—an insurance policy only pays out if you die, right? But whole life insurance offers living benefits too. For more than one hundred years individuals have used whole life insurance as a method to grow and preserve
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