A Key Addition to Any Savvy Investors Toolkit
Use LIFE INSURANCE to Enhance Your Financial Strategy
Preserving Family Assets and Leaving a Legacy
A safeguard for family assets and memories for future generations, while also enabling you to build a meaningful Legacy aligned with your core values and philanthropic goals.
Securing Your Business and Ensuring Continuity
Helps to navigate business transitions and growth by providing Essential Capital without affecting equity, supporting innovation and safeguarding business interests.
Strategic Financial Benefits
As a Pension supplement, life insurance offers steady income and tax benefits, enhancing heirs' inheritance and supporting long-term philanthropic commitments.
Explore the Living Benefits of Your Life Insurance's Cash Value
Cash Value Basics
Acts as both a safety net and wealth-building tool within your life insurance, growing tax-free to enhance long-term financial planning.
Flexible Access
Easily accessible like a savings account, it allows for withdrawals or loans for any financial need, supporting financial flexibility throughout your life.
Strategic Financial Tool
Use it to secure loans like you would home equity, facilitating financial stability without selling assets. It offers tax-free growth and the freedom to invest opportunistically.
About Return on Life
Return on Life: Expert Estate and Legacy Planning for Entrepreneurs and Families. We offer tailored solutions to protect assets, foster growth, and ensure smooth transitions, with a focus on minimizing taxes and enhancing generational value. Secure your future with us.
About the Team
Peter Lount
Peter is a skilled insurance advisor and entrepreneur focusing on estate and legacy planning. He expertly addresses the challenges faced by families and business owners, providing tailored solutions that protect businesses, foster growth, and facilitate smooth transitions into retirement. His comprehensive approach helps clients secure their futures and establish enduring legacies.
Dan McMullen
Teaching others and a desire to learn has been a primary focus for Dan McMullen. He has spent his entire professional career in the field of education and serving others. Looking for ways to protect his real estate portfolio which includes his family cottage, Dan discovered Cash Value Life Insurance in 2019. Now a Licenced Life Insurance Advisor, Dan focuses his energy on helping families implement their own Cash Value Life Insurance Policies to grow and protect generational wealth.
Testimonials!
"Peter is the real deal. When I started on my journey, he was with me every step of the way, breaking down the complexities and making everything easy to grasp.
Since working with him, I've unlocked a new way to handle my finances, leveraging funds in ways I never thought possible. Anyone considering a dive into the world of financial control needs to chat with Peter."
Blair B.
"Since begining my journey, Peter has been a motivationg mentor, and his unwavering commitment to my financial freedom has been truly inspiring."
Francesco S.