Legacy isn’t something you someday arrive at.
It’s what you’re building—day in, day out—through your decisions, your discipline, and your devotion to something greater than yourself.
But here’s the hard truth:
Even the most intentional wealth can be lost in transition if we don’t anchor it to a clear strategy.
That’s why Bruce and I sat down with Matt Ewald from Advisors Excel to talk about how life insurance—when used purposefully—can become a powerhouse tool for generational wealth transfer.
In this episode and blog, we dive deep into:
- How to structure your policies to prepare for estate taxes (and reduce surprise burdens on your heirs)
· Why “one-size-fits-all” thinking is the fastest way to dilute your legacy
- And most of all, how these tools support a vision that goes beyond money
Whether you're in the midst of planning or just starting to ask the big questions, this conversation will help you connect the dots between cash flow, protection, and purpose.
Because this is about more than policies.
It’s about passing on wisdom with wealth.
Clarity with provision.
Vision with structure.
Don’t leave your legacy to chance. Learn how to design it—on purpose.
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