Creating the Estate with Life Insurance
A common difficulty for families with Special Needs is coming up with enough money to pass on to our loved one that will sufficiently meet their financial need. One way to do that is to use leverage, which can be done with life insurance. There are many different ways to fill this need that can fit most any budget any need. We call this Creating the Estate because it's a way to make sure there is enough money available at your death that maybe wasn't even close to being there to start with. Join Dan Worth of Lincoln National Life's life insurance division and Carrie Waters Schmidt MS, CFP®, CDFA®*, AWMA®, ADPA®, CSRIC™ to learn about the various different kinds of life insurance, when you would best utilize one type over another, and to show you a few ideas on strategies like a mix-and-match approach might be the most cost effective or attainable plan for you and your family.
*Carrie Waters Schmidt does not practice Divorce Financial Planning at Lincoln Financial Advisors.