Protect your income and maintain your lifestyle in case of unexpected events.
Custom solutions to protect your wealth and help with your family’s financial security.
Comprehensive planning for future healthcare needs and asset protection.
Founded in 1987, Summit Legacy has established itself as a professional partner for high-net-worth individuals and business owners seeking sophisticated insurance and estate planning solutions.
We deliberately focus solely on life, disability, and long-term care insurance to provide unparalleled expertise and service in these critical areas.
For the past several years, families and business owners have been planning in a fog. Estate tax exemptions were uncertain. Interest rates were volatile. Tax legislation seemed to change with every news cycle. In that environment, postponing major planning decisions often made sense as you couldn’t plan confidently for a future you couldn’t predict.
That’s changed.
For many families and business owners, life insurance is something they know they should have, but often view as a task to complete. Just another item on the long list of financial responsibilities. But when you strip away the misconceptions and look at how insurance functions in sophisticated planning, a very different picture emerges.
At Summit Legacy, we’ve seen time and again how a little more awareness up front can prevent a lot of frustration later. Here are a few things clients should know when buying life insurance, but often don’t.