Case Study

Everything You Need To Know About ‘Buying Term and Investing the Difference’

Everything You Need To Know About ‘Buying Term and Investing the Difference’

Buying a Life Insurance policy can be a decision-heavy journey. What kind of policy should you buy? How much cover do you need? How do you know you’re not overpaying? One big question is: Should I pick Term Life or a Whole Life Policy? In this article, I explain the concept of ‘Buying Term and Investing the Difference’.

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Case Study: Using Life Insurance to Pay Inheritance Tax

Case Study: Using Life Insurance to Pay Inheritance Tax

Imagine leaving your loved ones an estate you built all of your life, only to find that it will pass on with a massive tax bill.

Inheritance tax, unfortunately, is a hard reality that causes a lot of families to dissolve generations’ worth of assets. But Life Insurance can come handy to protect your estate. Here’s how we protected my client’s estate with the right Life Insurance policy.

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Saving before Spending: A Client’s Journey to Financial Freedom

Saving before Spending: A Client’s Journey to Financial Freedom

My client retired at 42, after he hit all his financial goals. This is a person who I saw through right from the modest beginnings of his career all the way to an early, very comfortable retirement. Over his 20-year career in the UAE, I watched how he meticulously set a plan and followed through – A success story worth sharing.

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