Murphy Leopold CRPC® is a Financial Planner with Equitable Advisors, LLC in Fort Lauderdale. Life insurance is an essential element in her clients’ financial well-being.
When people hear the words “life insurance” they often think of term life insurance, a practical solution for many. Permanent life policies, though, offer ways to protect families, accumulate tax-deferred cash value over time, and potentially help minimize taxes. Business owners can also benefit from permanent life insurance.
Many clients want to enjoy retirement, but also want to leave an inheritance to be remembered. Using a tax efficient strategy that includes life insurance can help maximize the amount their heirs receive.
Market performance in the earliest years can make or break a client’s long-term retirement investments. But, with cash value life insurance, clients can take available withdrawals during down-market years to help preserve their other investment assets.
Also, a sound financial strategy should incorporate components designed to reduce the need for clients to tap into their retirement assets to pay for unexpected long-term care expenses.
As a Financial Planner, Murphy takes a personalized approach to help clients identify their unique financial goals and dreams. Her recommendations are based on holistic analysis that leads to strategies, products and services designed to help her clients build their fulfilling futures.
Murphy is on the board of the Greater Sunrise Chamber of Commerce and chairs the Chamber’s Ambassadors’ Committee. She is a two-time past president of her synagogue board, 2016 Plantation Woman of the Year, former chair of TRIAD, and an adjunct professor at Nova Southeastern University.
This is not an offer of life insurance coverage. Life insurance is subject to underwriting, wherein individual health, business/personal activities, and other factors are considered prior to policy issue.
Murphy Leopold offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN); offers investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor; and offers annuity and insurance products through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliates and do not provide tax or legal advice or services. Equitable Advisors and its affiliates are not associated, or affiliated with Ms. Esquire, its affiliates or its members and take no responsibility for the conetent of this website which is not owned or controlled by Equitable Advisors, or its affiliates. AGE-6708942.1 (6/24) (exp. 6/26)
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