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.
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.
create a valuable asset
Grow your investments faster with no capital gains or income taxes
invest how you choose
Your options range from fixed income to equities and more
access your money anytime
Withdraw or borrow against your cash value any time, for any reason✱
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.
a range of tax advantages
Tax-free growth of invested “cash value”✱
Death benefit paid free of income taxes✱
Borrow against your cash value without tax implications✱
No estate taxes when structured under an irrevocable trust
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”
Testimonials were provided by current Arta members.
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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