Using Life Insurance to Create Intergenerational Wealth

Securities offered through LaSalle St. Securities LLC (LSS), a broker-dealer and member FINRA/SIPC. Investment advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), an SEC-registered investment adviser affiliated with LSS. Link Financial Advisory is independent and not affiliated with LSS, LSIA, or their affiliates. Executive titles used on this website are not titles held with LSS, LSIA, or their affiliates.

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Investing involves risk, including the possible loss of principal. No investment strategy can guarantee results, and market conditions may affect outcomes.

Annuities and insurance products (if referenced) are issued by insurance companies. Contract guarantees, if any, are subject to the claims-paying ability of the issuing insurer. Products may include fees, surrender charges, and withdrawal limitations. Withdrawals may be taxable and, if taken prior to age 59½, may be subject to an additional IRS penalty.

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