Wealth Distribution

Couple with advisor

Wealth Distribution is often the most neglected aspect of ones strategy process and is simply the process of naming who you want to receive what you own, when they receive it, and how they receive it.

While Wealth Preservation can help ensure what you built, the Wealth Distribution process solidifies how you spend it, and who you give it to... Wealth Distribution is your legacy!

Contact us today to get started on preparing and protecting your legacy.

Disclosure

Brian Casey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M07705), FL, IL, MA, NJ, NY, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

Brian Casey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14 Lafayette Sq Ste 2200, Buffalo, NY, 14203, 716-382-7009. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

PARAMOUNT LEGACY GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PARAMOUNT LEGACY GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​