With the estate tax exclusion limits so high, investors worth less than $10 million don’t need to worry, right? Wrong!
Investors are still getting hammered by transfer tax, but the game has changed. Don’t miss this opportunity to help your clients efficiently move assets from one generation to the next.
* Learn why the higher estate tax exclusion limits have increased income taxes.
* Understand why estate tax exclusion limits had to be increased.
* Discover how your clients are giving back nearly half of their estate tax savings.
* Hear a powerful story you can tell to engage your clients in the conversation.
* Learn life insurance solutions that preserve their legacy.
With the estate tax exclusion limits so high, investors worth less than $10 million don’t need to worry, right? Wrong!
Investors are still getting hammered by transfer tax, but the game has changed. Don’t miss this opportunity to help your clients efficiently move assets from one generation to the next.
* Learn why the higher estate tax exclusion limits have increased income taxes.
* Understand why estate tax exclusion limits had to be increased.
* Discover how your clients are giving back nearly half of their estate tax savings.
* Hear a powerful story you can tell to engage your clients in the conversation.
* Learn life insurance solutions that preserve their legacy.
Joe Ross, CLU ChFC, CRC
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