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RETIREMENT INCOME PLANNING

YOU'VE BUILT IT.... NOW PROTECT IT.
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Estate Planning Strategies

While retirement planning often appears to focus on income strategies and building assets, we also must face the inevitable. What will happen to your estate when you pass away? The estate planning process helps you to identify the values of your assets, decide how to pass on those assets to your heirs, and helps you develop strategies to avoid excessive taxes or any extra burden upon your loved ones.

For business owners, estate planning takes on a new dimension: Who will take over for you? What will happen to your life’s work? What about your employees?


It’s easy to see why this process often becomes confusing and emotional. We assemble a team of experts to help you make the best possible decisions with regard to estate planning. With contributions from tax professionals, insurance experts, financial advisors and estate planning attorneys, you can put together a comprehensive plan that matches your final wishes.

Legacy Planning

Your primary estate planning goal probably revolves around making sure your loved ones are financially comfortable after you are gone. You might also wish to bestow a legacy upon a certain charitable or community organization. We will help you meet those goals while guiding you toward the most efficient ways to accomplish them.

Estate Tax Mitigation

Comprehensive financial planning will focus not only on your investments, but also on tax strategies. After you pass away, your entire estate could be subject to significant estate taxes, depending upon how your assets are allocated. You don’t want your heirs to be forced to sell assets just to pay the tax bill!
​

That’s why balancing your assets across trusts, forms of life insurance, and other vehicles is so important. The right financial strategy won’t focus solely on building assets, but also on sheltering them from excessive taxation after you pass away.

Trust Management

Trusts carry a variety of benefits, but they can also complicate your estate plan. Seeking expert guidance will help you manage your trust(s) while meeting your long-term objectives.

Asset Protection

Often, advisors make the mistake of focusing only on maintaining assets, rather than incorporating an estate plan into a client’s long-term strategy. You actually don’t want to remove so many assets from your estate that your surviving spouse loses the minimum allowable exclusion amount. We work closely with your attorney and tax professional to ensure that assets are protected, while maintaining that important tax exclusion for your spouse.

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(210) 202-4015
Networth Life
18911 Hardy Oak Blvd Ste #145
San Antonio, Texas 78258

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9:00a - 12:00p
Evenings by Appointment
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Networth Life © COPYRIGHT 2020. ALL RIGHTS RESERVED.
hiring@networthlife.com | (210) 202-4015
© 2020 Networth Insurance Services, LLC |  Networth Life | Texas Department of Insurance License Number: #2466438
Networth Life name, design and related marks are trademarks and property of Networth Insurance Services, LLC © 2019. All rights reserved.

Networth Life, a division of Networth Insurance Services, LLC and its insurance products and services are offered and sold through individually licensed and appointed agents, in all appropriate jurisdictions. Networth Life is a licensed independent insurance agency licensed to sell insurance in 9 U.S. states. Networth Life does not underwrite any insurance that appears on our website. Insurance quotes appearing on this website are non-binding.

While we have done our best to ensure all rates shown are accurate; human error is a possibility. In the rare event we made a mistake regarding pricing, the carrier’s rates will always supersede whatever rate appears on our website. These coverages and descriptions of products are subject to policy terms, conditions, limitations, exclusions, and underwriting approval. Actual coverages are dictated by the policy and may vary by state or product. 


Not all products are available in all states. Product eligibility for each carrier varies depending the following factors: resident state of the insured, age, and medical underwriting restrictions. All plans with no waiting period require an applicant to be medically approved by the insuring company and are subject to the incontestability period.

All guaranteed acceptance plans that have no health questions will be subject to the insurer’s defined waiting period before benefits become payable under the policy provisions. 
Permanent whole life final expense insurance available through Networth Life insurance agency may be underwritten by any of the following insurance companies: Foresters Financial, Americo, Mutual of Omaha, Prosperity Life Group, Columbia Financial Group, AIG, Gerber Life, Great Western, Transamerica, Liberty Bankers Life, Royal Neighbors of America.

When submitting a request to apply for coverage, you agree to Networth Life’s privacy policy. Furthermore, you also consent and expect to be contacted via text, email and phone by a licensed agent of Networth Life. Under no circumstances will we share or sell your information to a third party.
No part of this website may be copied, published, faxed, mailed or distributed in any manner without the prior written consent from the website owner.
  • OUR COMPANY
    • News & Promotions
    • Company Leaders
    • Licensed Agents
    • Blog
    • Contact Us >
      • Privacy Policy
  • PRODUCTS
    • Final Expense
    • Whole Life Policy
    • Term Life Insurance
    • Mortgage Protection
    • Short Term Health Insurance
    • Auto Insurance
    • Homeowners Insurance
    • Return of Premium
    • Indexed Universal Life
    • Medicare Supplemental
    • Pre-Medicare Health Coverage
    • Dental/Cancer Insurance
    • Annuities
  • OUR CARRIERS
  • WHY JOIN?
    • Earn $100,000+
    • Unlicensed - No Problem!
    • Multiple Income Types
    • Agent Lead Program
    • Agent Training
  • GET STARTED
    • Get Contracted
    • Get Leads
    • Compensation Plan
  • POLICY HOLDERS
  • CAREERS
    • Captive vs Independent
    • Agency Types
  • AGENT PORTAL
    • Networth Life Apparel
    • Networth Life Facebook Group
    • Networth Weekly Training Schedule
    • Events
  • SCRIPTS
  • Networth Life Austin
  • FAQs
  • Networth Life Houston
  • Networth Life Houston
  • Networth Life Arizona