• Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy

  • Mar 28 2025
  • Length: 15 mins
  • Podcast

Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy

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  • Summary

  • Think you’re too old for life insurance? Think again. Daniel and Raz explain why life insurance can be a powerful estate planning tool—even for retirees in their 60s and 70s. Learn how it can eliminate estate taxes, protect highly appreciated assets, and provide your heirs with tax-free wealth while avoiding probate headaches.

    Book a Free Meeting with Daniel and Raz

    For More Information: Higher Ground Financial Group

    Contact Us at 1-888-263-4434 (888-263-HGFG)

    --

    About the Show & Hosts:
    Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.

    The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

    Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.
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