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Realizing the Value of Permanent Insurance

Your old term insurance policies may be worth more than you thought!  Before you surrender an old term insurance policy that you no longer require, consider the underlying value that the policy may have if it were converted to a permanent policy.  A permanent insurance policy, even with no cash value, often has inherent value to it because of the insured’s age, health status, or the pricing on the policy.

Have a look at this Case Study, to see the value that can be created from a permanent insurance policy.  As always, please contact us if you would like to see how this could work for you!

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Tis the Season for Giving!

One of the most rewarding things we do here at Continuity is assist our clients in their philanthropy.  We also love to highlight ways to make charitable gifts in the most tax-efficient manner, as these tax savings often mean more giving!  So, as many people are considering charitable gifts this Christmas season, we wanted to highlight the benefits of making a gift of public securities from a holding company.  Please see all the details here, and contact us if you have any questions.  Happy Giving!

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