For clients who are concerned about estate tax issues, gifting provides an effective strategy to reduce the sizes of their estates, leaving more for loved ones. These clients may benefit from a leveraged gifting strategy that includes creating a lifetime legacy using annual gifting exclusions. Click here for brochure.
Effective September 16, 2019, The Lincoln National Life Insurance Company (Lincoln) will introduce the latest updates to its MoneyGuard solutions suite with Lincoln MoneyGuard® III. Click here for announcement.
Each September, the industry celebrates Life Insurance Awareness Month. This is a great opportunity to reach out to your clients to remind them about the important role life insurance plays in helping protect their families’ financial futures. Click here for a life insurance awareness tactics video.