Many clients think taxes will rise.
5 reasons to talk with Gen Xers about legacy planning.
They’re in their peak earning years.1
Their kids are becoming adults.
Passing IRA and retirement assets to adult children can precipitate tax risk.
The estate tax exemption is due to sunset at the end of 2025 — or sooner.
They could have received an inheritance from their parents. 
They may have sold real estate or a profitable business.
Want more information or help with an illustration?

Please call the Producer Resource Center at
888-724-4267, ext. 4680, or email PRC@SagicorLifeUSA.com.

Visit us online at SagicorProducer.com.
1Indeed, “Average Salary by Age,” November 23, 2020.

Sagicor Life Insurance Company issues life insurance and annuity products. Home Office: Scottsdale, Arizona. Policies are not available in all states. State variations may apply.

Sagicor is rated “A-” (Excellent) by A.M. Best Company (4th best out of 16 possible ratings), affirmed as of September 11, 2020. Rating and guarantees based on the claims-paying ability of issuing insurer.

Insurance Professional Only. No Public Distribution.

WC-EML2052 | February 23, 2021