LIFE CAPITALIZED
Solutions Targeted Towards Your Goals!
College Funding
Greetings!

Is it your plan for your children to go to college? Especially if that's a goal of theirs as well, that’s great news, but it’s also a huge financial obligation. It’s smart to have a savings strategy in place long before your kids step foot on campus to ensure you have the funds they’ll need. 
529 Plan vs Life Insurance
The 529 Plan
Many people consider 529 plans for this purpose. A 529 college savings plan is a specialized savings account that is used to save money for college. Named after section 529 of the IRS tax code, which was added in 1996, 529 college savings plans provide families with several tax and financial aid advantages.  Please note that 529 plans owned by college students or their parents count as assets and reduce need-based aid...

Download our brochure below to learn more.
Life Insurance
A Permanent life policy provides a set amount of coverage for your entire life. If you pay premiums, your beneficiary will receive the benefit amount upon your death.
Permanent life policies also build up "cash value" from part of the premium being invested. Life insurance policies that build cash value are a viable alternative and it is possible to get the same tax benefits from certain insurance policies as offered by 529 plans when they’re designed and managed well.

Download our brochure below to learn more.
NEWS & TRENDS
Amid the Covid crisis, this college is cutting tuition...

Many education experts predicted that rising college costs would eventually reach a breaking point and 2020 could be the year it happens. Southern New Hampshire University recently announced it will slash tuition to $10,000 to $15,000 a year...

Read more
www.cnbc.com
Owners of dividend paying cash-value Whole Life policies can use the cash value in a variety of ways including:
1. A tax-sheltered Asset
2. A means to pay policy premiums later in life
3. A benefit they can pass on to their heirs.

Find a plan that suits you and your family today.

HOURS & LOCATION
Monday - Friday 
8:30 am to 7:00 pm
Saturday 
9:00 am to 12:00 pm
By Appointment Only
Virtual Appointments Available
Address
525 N 1st Ave.
Fort Lauderdale, FL 33301
​Telephone: 646 580-5189