Young and Rich? What To Do!
Clients who have achieved wealth at a young age may have vastly different life insurance needs than traditional clients. At Life Insurance Strategies Group, we regularly work with clients aged 25 to 45 who have either generated wealth through business or investment growth or who have had recent liquidity events from the disposition of assets or inheritance. Many of these clients have not yet married or started families. Most are not sure what they will be doing the rest of t