Views on life insurance, premium financing, wealth preservation, retirement planning, and legacy strategy from the perspective of Aurexx founder Varun Patel
Showing 1–4 of 10 articles
Through strategic life insurance and estate planning, a Newport Beach entrepreneur created a multi-generational wealth transfer strategy.
Varun Patel
Founder & Author
Once you've maxed out your 401k and IRA, what's next? Discover alternative wealth accumulation vehicles and tax-efficient strategies.
Varun Patel
Founder & Author
A high-profile case study reveals important lessons about policy illustration, market performance, and realistic expectations for IUL.
Varun Patel
Founder & Author
High-net-worth families face significant estate tax exposure. Learn how life insurance can provide tax-efficient liquidity for heirs.
Varun Patel
Founder & Author
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