Wealthgen

build tax-advantaged wealth with life insurance

A little-known investment secret: Life insurance can be one of the most powerful tools to build and transfer generational wealth. That's why we offer Wealthgen Insurance.

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don’t just insure, invest

Permanent life insurance doesn’t just provide financial security for your loved ones – it can help build an asset to leverage during your lifetime.

Leaf

create a valuable asset

Grow your investments faster with no capital gains or income taxes

Nested circles

invest how you choose

Your options range from fixed income to equities and more

Time money

access your money anytime

Withdraw or borrow against your cash value any time, for any reason

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Flowers

grow your wealth tax-efficiently

To grow and transfer wealth in a tax-advantaged way, the ultra-wealthy use permanent life insurance to build their legacy.  Now with Arta, you can too.

Meet Wealthgen Insurance

a range of tax advantages

Money

Tax-free growth of invested “cash value”

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Death benefit paid free of income taxes

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Borrow against your cash value without tax implications

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No estate taxes when structured under an irrevocable trust

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term life is the tip of the iceberg

If you have coverage through your employer, it’s probably term life insurance. A wide range of options exist across the spectrum of term and permanent life insurance with different roles to play in your financial life. We can help review your existing policy, decide between term and permanent life insurance, and match you with a policy that’s right for you.

Permanent Life Insurance

Term Life Insurance

Coverage for life

Coverage for a set term
(e.g. 10 or 20 years)

Combination of insurance + investment

Insurance only, no investment component

Ideal for long-term wealth building and transfer

Ideal for short-term more affordable protection

Source: Arta Finance

LOVE FOR WEALTHGEN

Rahul N.

Product leader, Fintech start-up

“Living in Silicon Valley with young kids, I was attracted not only to the death benefit aspect, but also the ability to help diversify my investments beyond tech. I’ve already talked to five friends about looking into Wealthgen insurance. For someone at the right life stage, it’s a great product to meet multiple objectives.

Alberto R.

Engineer, Google

“I found out about Wealthgen insurance from a friend who’s a math whiz. I’ve already maxed out other tax-advantaged investing opportunities, so the value of it became immediately clear to me. Life insurance is a hard product to evaluate on your own, so I needed a high level of education and trust in Arta to be comfortable, and I definitely feel I got that”

got questions? we have answers

Don’t see your question answered? Get in contact with an expert.

At Arta, we’re here to help you create an insurance plan that evolves with you – as your goals, family, and future take shape – so you can live life to the fullest.

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Overview


Legal, Privacy, & Terms

Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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