Fixed premium payments for life
Builds cash value that you may access for any financial situation
Can be used for estate planning
Tax-deferred cash growth
Whole Life Insurance Policies have fixed payments for life so you know what to expect every month.
This policy also builds cash value, like a “forced” savings plan, that you can withdraw during your lifetime. Please remember that withdrawing cash from your policy may impact the death benefit of your policy.
The death benefit of your policy may be used to create a legacy for your heirs, your favorite charity or many other estate planning situations including paying potential taxes. PALOALTO does not provide legal advice. Consult with your attorney for legal issues related to estate planning.
Having your cash grow tax deferred will provide an additional way to save. The cash value may be used for a variety of purposes like paying for college, retirement income, or any many other situations. Please remember that withdrawing cash from the policy may impact the death benefit of the policy.
What stage of life are you in? Do you need an additional savings plan? How much benefit coverage do you need? You should discuss these and any other questions you have with a PALOALTO Insurance Specialist to establish an insurance plan that meets your objectives.
For product solutions or investment guidance, you can always turn to an experienced PALOALTO Securities Investment Professional. From annuities and mutual funds to a passageway managed account, our goal is to help you succeed. We’re available to assist you in developing a strategy for investing money wisely, with solutions tailored to your goals and risk preferences.