Skip to content

(408) 693-0808 Foss Financial helps people create, maintain, & preserve wealth

  • LinkedIn
Foss Financial Services
Foss Financial Services
  • Home
  • Services
    • Financial Planning Strategies
      • Annuities
      • Life Insurance
      • Long Term Care
      • Premium Financing
      • Personal Income Protection Planning
      • Special Needs Planning
      • Kai Zen
    • Retirement Planning
      • Annuities
      • Kai Zen
      • Premium Financing
      • Personal Income Protection Planning
    • Estate and Legacy Planning
      • Special Needs Planning
    • Business Planning
      • Business Buy-Sell and Succession Planning
      • Key Employee Planning
      • Disability Buyout
      • Premium Financing
      • Executive Benefits
      • Employee Benefits
      • DOE/Disability Overhead Expense
      • Kai Zen
  • Process
  • About
  • Get Started
  • Events

lifestyle

What is Leveraged Life Insurance –

September 18, 2023September 14, 2023 by Dan Foss
Leveraged Life Insurance

Does This Life Insurance Cure Underfunded Retirement Savings? A whole life insurance policy is a type of permanent life insurance that provides coverage for the entire lifetime of the insured, as long as premiums are paid. It typically includes both a death benefit (paid to beneficiaries upon the insured’s death) and a cash value component, … Read more

Categories financial planning, retirement Tags happy retirement, investment, leveraged life insurance, life insurance, lifestyle, retirement, retirement account Leave a comment

Recent Posts

  • Building a Portfolio to Weather all Outcomes
  • Life Insurance as an Investment: A Tool to Get Money out of the Tax System
  • What is Leveraged Life Insurance –
  • Retirement Planning Risks That Lead to Financial Shortfalls
  • Financial Planning – How a Financial Consultant Helps

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.

  • Home
  • Services
  • About
  • Blog
  • Events
  • Sitemap
  • Disclaimer
  • Privacy Policy
BOOK A FREE CONSULTATION TODAY
    CONNECT WITH US
      • (408) 693-0808

        dan@fossfinancialservices.com

        © 2024 Foss Financial Services. All Rights Reserved

© 2025 Foss Financial Services • Built with GeneratePress
  • Home
  • Services
    • Financial Planning Strategies
      • Annuities
      • Life Insurance
      • Long Term Care
      • Premium Financing
      • Personal Income Protection Planning
      • Special Needs Planning
      • Kai Zen
    • Retirement Planning
      • Annuities
      • Kai Zen
      • Premium Financing
      • Personal Income Protection Planning
    • Estate and Legacy Planning
      • Special Needs Planning
    • Business Planning
      • Business Buy-Sell and Succession Planning
      • Key Employee Planning
      • Disability Buyout
      • Premium Financing
      • Executive Benefits
      • Employee Benefits
      • DOE/Disability Overhead Expense
      • Kai Zen
  • Process
  • About
  • Get Started
  • Events