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Southern Wealth Management

Why VUL?

Picture this: a life insurance policy that works for you. You not only have control over how the policy cash values are invested and managed, but you also put yourself on the clearest path to earning higher returns than other life insurance products. Meet Variable Universal Life Insurance (VUL).   Let’s begin by defining VUL.…


Mid-year Check-in: Are You on Track?

It’s hard to believe, but we’re here – 6 months into 2021. July 1st marks the half-way point of the calendar year and serves as an opportunity to check in with yourself, your goals, and your intentions. With the hustle and bustle of life, it is easy to overlook life changes of all sizes and…


Donor Advised Funds & Private Foundation

People donate to charity for many reasons – passion for a particular cause, to make a difference in the world or to generate a charitable tax deduction.  As donors become more sophisticated, an experienced wealth advisor will help a client combine and achieve these goals.  As those planning conversations progress, the benefits and differences between…


Dynasty Trusts

Including life insurance in Dynasty Trusts can facilitate tax-efficient growth, preservation, and renewal of trust assets over multiple generations. And there are psychological benefits too.

Be Prepared for Uncertain Times

In light of the events of this past year and the uncertainty that it has brought, it has never been more important to make sure you have all of your pertinent documents and information up to date and easily accessible to you and your loved ones. What should you have?  Important names and phone numbers…