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RSU’s and Life Insurance

The Link Between Smart RSU Action and High Value Insurance

Why touch my RSU in the first place? 

(isn’t it smarter to leave them to vest for longer)

It could seem like the wisest move to not touch your Registered Stock Units, and allow them to continue to accrue interest for a longer time. 

And maintaining a portion does makes sense. 

But if your plan is to build more value by diversifying your portfolio, and create long term security for your family, there may be some options you have not considered.



How can a high value life insurance policy make more sense long term?

Many people turn down offers for a high value life insurance policy because they’re afraid they may not be able to continue to pay high cost premiums long term. 

However, there are some new options available, with easy ways to transition a small portion of your RSU’s into a fund that pays for your high value life insurance ongoing. 

This can be a smart move to take for building lasting security on a number of fronts.

The terms surrounding the vesting and pricing of this stock grant may impact your decision-making for tax planning as well as ongoing employment.

“What You Need to Know about Restricted Stock Grants” – from the balance careers.com

There are ways to maximize your RSU value and leverage your investments with high value life insurance policies. 

It would be our pleasure to lay out your options in a short call this week. 

Click the link below to reserve a time that works for your schedule. 


Contact Us

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Address:

Ruth Stroup Insurance Agency
3560 Grand Ave
Oakland, CA 94610
License #:0F00956

Phone:

Fax: (510) 588-4440

Hours:

Mon-Fri:9:00 AM6:00 PM
Sat:10:00 AM3:00 PM
Sun:Closed

Evening and Weekend appointments available

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