Life Insurance As A Transfer Of Wealth – Total Financial Solutions Safer Money Hour – August 15, 2017

by | Aug 15, 2017 | Podcasts |

Life Insurance As A Transfer Of Wealth – Total Financial Solutions Safer Money Hour - August 15, 2017

by Total Financial Safer Money Hour

Hosts: Arif Halaby & Jeff Girard

Topic: Life Insurance as a form of wealth transfer

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On this episode of Total Financial Solutions, Hosts Arif Halaby and Jeff Girard discuss the complexities of life insurance and how it is can be a valuable option for transferring wealth to the people of need in your life, whether they be children, spouse, etc.

Life insurance has the potential to be important if properly utilized in a comprehensive retirement plan, helping loved ones recover from financial risks and unexpected costs, increasing their chances of reaching long-term goals and dreams.

Previous Episode: Special Needs Trusts – Total Financial Solutions Safer Money Hour – August 8, 2017

How to Utilize Life Insurance

If your family depends on your income, it should be the basis of any solid retirement plan because you can’t invest your way out of an untimely death. When a spouse passes away, the survivng spouse may struggle to meet income needs. Life insurance can be used to iensure enough money is available to replace any lost social security or other income.

Keep Your Retirement Savings on Track

Total Financial Solutions offers assistance with preparing for retirement and financial planning in Santa Clarita and the surrounding valleys. Santa Clarita financial advisor Arif M. Halaby, a Certified Estate Planner, and Total Financial Solutions staff work with people of all ages, helping them protect, grow and preserve their assets through an individualized approach. Arif Halaby is also the host of “Total Financial Solutions Safer Money Hour” on KHTS AM-1220. Launched in 2004, the show offers listeners from Santa Clarita financial planning tips and guidance for dealing with today’s ever-changing financial needs.

About Total Financial Solutions Safer Money Hour

Total Financial Solutions Safer Money Hour, with host Arif Halaby, President & CEO of Total Financial Solutions airs every Tuesday from Noon to 1pm on Santa Clarita’s Hometown Station, KHTS AM-1220.

About Us:

At Total Financial Solutions, our mission is to help you protect principal, provide guaranteed* income for life**, and design retirement strategies for your needs. We assist in building strategies to help you meet your financial goals. Read More...

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