Wealth Transfer
Many Americans plan to leave money
to their spouse, children and grandchildren without realizing they may
also leave behind a significant tax burden. Unlike most financial
vehicles, the death benefit of a life
insurance policy is 100% tax-free. Reallocating your assets to a life
insurance policy immediately enhances the value of your estate through the
policy’s death benefit. The choice is yours. You can leave your heirs
with a potentially large income tax burden or enhance your gift to them by
purchasing a Wealth Transfer insurance policy.
Willow Financial Services, LLC is a managing general agent for
AVIVA, one of the top recognized
carriers providing single, enhanced policies for wealth transfer. Willow
markets wealth transfer products to individuals and institutions.
Financial institutions turn to the expertise of Willow to insure that all
branch platform employees and managers are thoroughly trained in insurance
products offered through licensed agents.
* 2003 Aviva Life Insurance Company. All
rights reserved. Aviva Life Insurance Company is licensed and offers it’s
products in the District of Columbia and all states except New York. A
subsidiary company, Aviva Life Insurance Company of New York is licensed
and offers products in New York. This website contains products offered by
Aviva Life Insurance products only. If you are in New York, further
information on Aviva Life Insurance Company of New York, please contact
800-551-5268.
