The Lunsford Agency 69 West Second Street, Chillicothe, OH 45601
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Wealth Transfer Video

WATCH OUR VIDEO TO LEARN HOW TO AVOID THE TAX TIME BOMB USING OUR WEALTH TRANSFER SOLUTION

WATCH OUR VIDEO TO LEARN ABOUT:

  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The “tax time bomb” and how it affects your heirs’ taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate

 

WANT TO SEE WHAT A WEALTH TRANSFER PLAN CAN DO FOR YOUR NEST EGG?

GET OUR PERSONAL PENSION PLAN GUIDE

Read our guide to learn more
about the Wealth Transfer