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S T R O N G
LEGACY PLANNING

betsy strong
 

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Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

Insurance Planning
 
  • Life Insurance Planning for survivor income.
  • Term, universal, variable life solutions.
  • Business use of life insurance for key man or buy-sell funding.
  • Use of life insurance for wealth accumulation - tax-advantaged savings and retirement income.
  • Design and assistance with creation of Irrevocable Life Insurance Trust funding and gifting strategies used to keep life insurance out of your estate.
  • Disability insurance - group and individual policies replace income in the event of accident or illness.
  • Long-term care insurance - pays a benefit for assisted living, nursing home or home health care.
 
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Financial planning for families and business owners.

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