Think Wider
Published in January 2020 by Don Anderson @ Legato.
These tax-free monies could have brought some life-changing differences to many lives; keeping a widow out of poverty, providing valuable liquidity for a shareholder buyout so the surviving family can get cash for their shares, supporting a favourite charity or perhaps sending an unexpected gift to a worthy beneficiary.
By thinking wider than their traditional investments, the owners of these thousands of policies created wonderful legacies.
Don Anderson
@ Legato
By thinking wider than their traditional investments, the owners of these thousands of policies created wonderful legacies.
Don Anderson
@ Legato