Whole life, term life, and insurance strategies for wealth building and protection
Jose Atencio
Founding Partner & Licensed Insurance Advisor
Discover why participating whole life insurance outperforms RESPs when planning for your child's future. Learn how to secure insurability, build capital, and transfer wealth across generations.
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Jose Atencio
Founding Partner & Licensed Insurance Advisor
Death and taxes are inevitable, but so is your ongoing need for capital. Learn how specially designed participating whole life insurance can help you address all three with confidence and control.
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George J. Roth
Founding Partner & Independent Life, Accident and Sickness Insurance Advisor. Authorized IBC Practitioner
Compiled and written by George Roth, June 2023
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George J. Roth
Founding Partner & Independent Life, Accident and Sickness Insurance Advisor. Authorized IBC Practitioner
Discover how whole life insurance offers built-in inflation protection with guaranteed premiums, growing cash value, and unmatched long-term certainty—backed by over 175 years of dividend payments.
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George J. Roth
Founding Partner & Independent Life, Accident and Sickness Insurance Advisor. Authorized IBC Practitioner
Explore the foundational benefits of participating whole life insurance: tax-advantaged growth, guaranteed death benefit, uninterrupted compounding, and complete ownership and control.
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