Unlock Tax Efficiency With Private Placement Life Insurance Policy

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Colva Insurance Services
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Strategic Wealth Legacy Tax Strategies For High
Net Worth Individuals

• High net worth individuals employ sophisticated
  tax strategies by combining estate planning
  techniques, discounted valuation practices, and
  leveraging life insurance benefits. This
  integrated approach aims to maximize the
  after-tax wealth passed on to their
  beneficiaries, ensuring a strategic and
  tax-efficient legacy.

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Efficient Planning Private Placement Life
Insurance Benefits

• Private Placement Life Insurance, a comprehensive
  solution for estate and investment planning.
  Instead of clients paying 35 on gains, clients
  can incur approximately 10-15 in insurance
  costs, safeguarding their assets from creditors
  and estate taxes.

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Maximize Gains Sell Your Life Insurance Policy
With Colva

• Successfully selling your life insurance policy
  requires precise valuation, finding a fair buyer,
  and skillful negotiation. While many seek
  professional assistance, brokers often charge
  high fees (15-30). Colva's fee-based service,
  priced below 5 of the final sale, includes buyer
  introductions, policy analysis, and collaboration
  with your fiduciary advisor. This ensures a
  meticulous negotiation process with Colva's
  detailed valuation and independent appraisal.

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CONTACT US TODAY!

• AddressSan Diego, CA, United States, California
• Call Us 1 800-561-4028
• Mail Us support_at_colvaservices.com
• Website https//www.colvaservices.com/