LIFE INSURANCE
Life Insurance
Life insurance provides coverage in the event of death and, often these days, includes a terminal illness benefit for payment of part of the death benefit on the diagnosis of a terminal illness. Policies with cash value are available but most contemporary life insurance policies are written as risk only to minimise the premium. Adequate planning of the amount of risk and the appropriate ownership of the policy is essential to ensure that the right money ends up in the right hands at the right time.
With an immediate annuity the income component of the regular payment is taxed in your hands at the investor’s own tax rate. The part that represents a return on capital is not taxed.
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Conrad Greer and Greer Financial Service Pty Ltd are Authorised Representatives of ASVW Financial Services Pty Ltd
ABN 27 007 261 083 | AFSL 446176 | www.asvwfs.com.au
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Level 1, 35 Ferguson Street, Williamstown Vic, 3016.
Williamstown VIC 3016
0412 378 172
conrad@greerfinancial.com.au
Postal Address
PO Box 761
Williamstown Vic, 3016.
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