When establishing financial legacies for future generations, people set emotion into play. Yet successful people became successful by coupling their passions with rational thinking.

That is why it’s important to separate past stigmas about life insurance from the products’ unique ability to enhance affluent clients’ estate planning. In the right situations, dollar for dollar, its impact cannot be duplicated. This instrument, strategy or methodology can offer better returns on investment. Certainly clients can directly fund their legacies. Insurance is often the most financially efficient funding method available.