Allow your clients to move assets into a trust with the same tax benefits as an ILIT, purchase a life insurance policy inside the trust and still have a “backdoor” to draft into the trust document. Learn more here.
Many clients are concerned about taxes and the possibility of having to pay higher taxes next year. Here are some tips that they may want to consider as they plan for their 2020 tax returns.
When it comes to life insurance, it’s not about the products we sell, it’s about the stories we tell. We have 7 very short stories for you to incorporate into your sales presentations. Here's Conversation Starter #6: Pain & Pleasure.
As we approach the end of the year, please keep in mind important deadlines to ensure that all your business processes in a smooth and timely manner. Click here for all the important deadlines.
