Lost Opportunity: Failing to Use Your Life Insurance Capacity

In the life insurance industry, we regularly see prospective clients miss out when they fail to utilize the capacity for coverage insurance carriers and reinsurers have placed on their lives. Realized, this capacity turns into permanent life insurance which can be used to care for a family, pay taxes, defend/transfer/grow wealth and protect business interests.

Our co-founder, Terry Navarro, and Jay Judas of Life Insurance Strategies Group, LLC, have written a white paper on failing to use your life insurance capacity.

Advisory services offered through Spearhead Capital Advisors, LLC. Securities offered through Spearhead Capital, LLC.  Member FINRA/SIPC. Please review Spearhead’s website for complete disclosures: Complete Disclosure Statement. Spearhead and JNJ & Associates, Ltd. are not affiliated by ownership.

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