• Home
  • Services
    • wealth management
    • retirement planning
    • trust and estate planning
    • Risk Management
    • tax planning
    • insurance services
    • fixed rate annuity
    • company 401k plan
    • portfolio line of credit
  • Our Firm
    • Our Team
    • Our Firm
    • Certified Financial Planners™
  • Resources
    • Newsletter
    • Free Consultation
    • Free Dashboard
  • Press
  • Blog
  • Contact
    • Las Vegas, NV
    • Missoula, MT
  • Client Login
Using Life Insurance to Create Intergenerational Wealth

Using Life Insurance to Create Intergenerational Wealth

by Link Financial Advisory | Sep 27, 2023 | Financial Planning

Have you ever wondered how some families maintain their wealth over several generations? What’s their secret sauce? The answer may lie in using life insurance to establish a legacy that lasts over multiple generations. Determining if life insurance as an...

Recent Posts

  • Don’t Let Volatile Markets Halt Your Retirement Planning
  • Is Wealth Accumulation Tied to Luck?
  • How to Manage Withdrawals Throughout Retirement
  • Ten Things to Consider When Planning New Year’s Financial Goals
  • Financial Tips to Help You Retire in 2025

Recent Comments

No comments to show.

Securities offered through LaSalle St. Securities LLC (LSS), a Broker/Dealer and member FINRA/ SIPC. Investment Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor affiliated with LSS. Link Financial Advisory is not affiliated with LSS, LSIA or any other affiliates. Executive titles are not a reference to LSS or any affiliates.

Trading instructions sent via e-mail may not be honored. Please contact my office at 702-724-0550 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who received this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business’ products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Contact Us

Please enable JavaScript in your browser to complete this form.
Name *
Loading

Copyright © 2025 Link Financial Advisory. All rights reserved | Disclosures