How Smart Insurance Planning Added $446,000 to a Family's Inheritance
How life insurance saved a business-owning family $446K in inheritance taxes.
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How Smart Insurance Planning Added $446,000 to a Family's Inheritance
How life insurance saved a business-owning family $446K in inheritance taxes.
How Smart Corporate Investing Helped a Farming Couple Boost Retirement Savings by $900,000
Josh and Stacey boosted their retirement savings by $900,000 by shifting idle corporate cash into smarter, tax-efficient investments—reaching their $4.5M goal with room to spare.
How Smart Planning Saved Dave $500,000 in Taxes (And Secured His Retirement)
Discover how Dave, a 56-year-old business owner, saved $500K in taxes and secured his family’s future — all through one smart financial move. See how strategic restructuring and a family trust turned his business exit into a legacy.