Incorporating Legacy Investing as a Powerful Part of Your Estate Plan

Send us a text


Join us as we sit down with Senior Wealth Strategist, Blake
Brogan, to talk through alternative investment ideas that can
help you maximize your money in order to help create a family
legacy in years to follow. In this interview, Blake discusses the
following:

•    Strategies to maximize retirement income, while
using the fewest dollars possible.
•    How insurance policies can be used to be an
important part of your estate plan.
•    Understanding what leveraging your income is and
how it works in retirement and estate planning.
•    What Indexed Universal Life Policies are and how
they fit into an overall estate plan.
•    Using Tax-free growth and creditor protection to
help build a legacy plan for retirement or passing on to your
heirs.
•    Using insurance to balance your retirement income
with the amounts you pass on to your heirs at your death.


If you would like to speak with one of our family law attorneys,
please call our office at (503) 227-0200, or visit our website at
https://www.landerholmlaw.com.

To speak with Blake further about alternative investment ideas,
you can contact him via his website:
https://moneyinsights.net/about/

Disclaimer: Nothing in this communication is intended to provide
legal advice nor does it constitute a client-attorney
relationship, therefore you should not interpret the contents as
such.