Guido D. Aloisi
Wealth Transfer Plan
What can a "Wealth Transfer Plan" do for you?
Immediately increase the value of your asset, whatever it may be.
(CD, Mutual Fund, Annuity, etc.)
The increased values are fully guaranteed.
(Free from market risk)
No Federal income taxes, can actually reduce your taxes.
Much larger legacy for heirs, compared to other financial products.
No probate costs, proceeds transfer rapidly, no delays.
Lifetime guarantee - your heirs receive exactly what you planned for.
Unlike a will, beneficiary designations cannot be contested.
Income tax free to heirs, while avoiding costs and delays of probate.
Guaranteed cash value can be available to you.
(Withdrawals, loans, etc.)
Available funds for long-term care, nursing home, terminal illness.
Which would you rather leave your loved ones?
$89,200 or $211,059
$89,200 or $211,059
What is your asset really worth?
Based on 65 yr old female
(28% tax to beneficiary)
| Current Asset Value |
After-Tax Benefit Upon Death |
Transfer of Wealth Plan |
| $100,000 | $89,200 | $211,059 |
Based on 65 yr old female
(28% tax to beneficiary)