Buy a life insurance policy with money from the taxes you pay the government.
Life insurance is tax-free and estate tax-free. This is maximum leverage of your monies.
Protecting Your Wealth and Legacy
Insurance is an essential part of a comprehensive financial plan. At Ira Stitz, we help clients evaluate insurance strategies that protect assets, provide financial security for loved ones, and support estate planning and business objectives.
Personal Protection
Life insurance solutions can help provide financial security for your family while supporting long-term wealth preservation and estate planning goals.
Business Protection
Insurance strategies can help protect business owners through key person coverage, buy-sell funding, and succession planning designed to safeguard the future of the business.
Insurance Solutions We Help You Explore
Estate Preservation
Strategies designed to help reduce financial burdens and preserve wealth for future generations.
Business Benefit Plans
Insurance solutions that support employee retention and reward key personnel.
Business Succession
Planning strategies that help facilitate a smooth ownership transition.
Long-Term Care Planning
Prepare for future healthcare expenses with strategies designed to help protect retirement assets.
Wealth Preservation
Insurance solutions that complement broader financial and estate planning objectives.