Premium Life Insurance Services for Members Nationwide

Advanced Financial Strategies

Since TAP Wealth Solutions knows your goal is to maximize your wealth while at the same time protecting your legacy, we recommend you consider using our PremiumLife™ Plus strategy. As our clients are planning for retirement, we recognize there are many factors that must be taken into consideration, such as:

• Soaring healthcare costs
• Volatility in financial markets
• Higher tax rates
• Living longer and longer
• Unexpected events

Yet, whatever the case may be, we feel that by focusing on premium life insurance options such as our PremiumLife™ Plus strategy, you can get the results you seek for yourself and your loved ones.

Financial Solutions That Produce Results

Since PremiumLife™ Plus is an advanced financial strategy allowing you to purchase life insurance while having a minimal impact on your current finances, we find it is often the perfect solution regarding life insurance for high-income earners.

Over the course of our careers, we have dealt with many clients who had friends who ran out of money during their retirements. Rather than let this happen to you, place your insurance and investment planning in our capable hands here at TAP Wealth Solutions. Since our strategies aim to leverage your assets as much as possible so that your wealth increases as you inch closer to retirement, we can help you find a life insurance policy that will pay off in many ways, such as:

• Structuring payments to maximize gift tax exclusions
• Multiply tax-free income by having your bank fund your policy
• Avoid tax issues of liquidating assets to pay insurance premiums

Knowing you have many questions regarding the planning of your retirement and the legacy you hope to leave behind in the years to come, we do what it takes to develop the best formula for your continued financial success.