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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
Most people want to make their mark in the world and to be remembered when they are gone. Good deeds, love and financial generosity can help build a legacy. There are few better ways to achieve the financial aspect of creating a legacy than using life insurance to benefit loved ones, a cherished organization or a beloved cause.
For generations, life insurance has also been a go-to way to help loved ones pay estate and inheritance taxes. In light of new tax changes, fewer people will owe estate taxes (and have the need for insurance that helps pay for them), although they may still need to deal with local taxes.
Giving a gift of life insurance, however, is a more efficient way to make the same eventual charitable contribution as you did before tax reform.
You can have a ton of money and still want to find an economical way to ensure the financial futures of the ones you love. Or, like most of us, you may want to leave a larger financial legacy behind than you have in assets and cash.
Life insurance can make up that difference. Life insurance can ensure your family’s financial future because life insurance is, above all, about love.
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Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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