Try SPWL for Inheritable Assets

Many seniors have set aside a portion of their assets for safe keeping with the sole intention of leaving it to their loved ones ( children, grandchildren, etc.). We are suggesting that you consider SPWL. It is underwritten by a very well funded company, boasting a 96 Comdex Rating. Contact us for a comparison of the SPWL with an annuity and a CD, which are 2 very common alternatives for this strategy.

If you consider every aspect of the illustration, it would be hard not to conclude that it compares most favorably in the critical areas of performance, liquidity, and passing on a legacy to loved ones. Insurability, of course, is a consideration, but it is at least worth a look when dealing with seniors. The older they are, the better the strategy.

If you have a case you might be working on right now, or if you just want to know more about it, give us a call.

Best regards, John