SOLUTIONS | Samra Wealth Mgmt

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Solutions

Our solutions range from wealth transfer strategies to protecting and preserving what is most important to you.

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Power of a Trust

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Wealth Transfer Strategies

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Section 1202: Your First $10m Tax-Free?

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Are You Eligible For Tax-Capital Gains

Our strategies range from providing you and your family with assurance, to funding Irrevocable living trusts (ILIT's) and Buy/Sell agreements, allowing you to protect what matters most.

Financial Check-up

Where life insurance provides for your family in the event of your loss, a disability income policy protects your income. Financially providing in the event of disability or illness.

With Americans living longer than ever, long-term care goes beyond the coverage provided by health insurance, helping to maintain your lifestyle without compromising your retirement income.

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UHNW Strategies

Cover your employees and their family's with a single contract. Tailored solutions providing transferable employee coverage.

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Key person life insurance offers financial compensation, that can help cover financial losses that occur at the death of a key member of your team, ensuring the continuity of your business.

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Buy/Sell Agreements

Also known as a buyout agreement, is a contract funded by life insurance that can help alleviate the disturbance caused by the sudden departure, disability or death of a business owner or partner.

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Special Needs Planning

Cover your employees and their family's with a single contract. Tailored solutions providing transferable employee coverage.

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Key person life insurance offers financial compensation, that can help cover financial losses that occur at the death of a key member of your team, ensuring the continuity of your business.

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Also known as a buyout agreement, is a contract funded by life insurance that can help alleviate the disturbance caused by the sudden departure, disability or death of a business owner or partner.

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Corporate Governance Locations Equal Opportunity Employer

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