Imsurance
Often overlooked during the strategic planning process, insurance can be used to accomplish objectives that traditional asset classes cannot achieve alone. Consequently, BlueSkye advisers encourage their clients to explore insurance as an asset class that can provide strategies that:
- Protect assets from creditors*
- Provide a tax free transfer of wealth
- Remove liquid assets from the taxable estate
- Establish legacy income for beneficiaries
- Guarantee a minimum rate of return
- Protect future value of businesses and assets
BlueSkye does not have proprietary products or relationships. Our Advisers are completely independent from insurance companies and are able to make recommendations based upon their client’s unique needs. Additionally, we only work with “A” rated, or better, companies such as: