Life insurance in the 21st century is vastly different from traditional policies. It’s not just about providing a death benefit anymore; it offers living benefits too.

As Ed Slott, America’s IRA Expert, emphasizes, “I do not sell life insurance. I am a tax advisor. And as a tax advisor, I can tell you that the single biggest benefit in the federal tax code is the income tax exemption for life insurance.”

Understanding the importance of alleviating financial burdens for your business partners, spouse, children, and loved ones, our experienced team at Juniper Wealth Management will assist you in selecting the most suitable life insurance plan for your unique situation.

Life insurance plays a crucial role in your financial strategy, offering various benefits such as:

– Paying taxes, including federal, state, inheritance, and estate taxes

– Facilitating donations to your favorite charities

– Establishing Buy & Sell Agreements

– Implementing Cost-Efficient Key Employee Retention strategies

– Providing Long-Term Care Benefits in Retirement

– Ensuring financial security for your loved ones

– Creating an inheritance

– Generating a Tax-Free Income Stream in Retirement

– Leveraging Long-Term Care Benefits of Life Insurance

At Juniper Wealth Management, we’ll craft a comprehensive plan tailored to your objectives, incorporating life insurance as a key component to help you pursue your goals effectively.



The Little Red Book of Retirement: The Basics of Annuities.

Don’t run out of money before you run out of breath! Annuities tend to be very controversial, with financial experts disagreeing on whether they are a good investment or not. Decide if they’re right for you by reading our comprehensive guide to annuities. This book takes an in-depth look at the types of annuities to help you understand how annuities could be a great income stream in your retirement.