Estate planning

Case Study Series- Private Split Dollar in Action – Ensuring a Legacy.

Topics: Estate planning, Split-dollar

Private split dollar is a flexible, relatively conservative, and cost-effective tool for incorporating life insurance into a multi-purpose estate plan, which can provide family security, generate estate liquidity, and create a multi-generational legacy. It is particularly important for clients whose net worth is concentrated in illiquid assets, such as family or closely-held businesses, real estate,…

Navigating the uncertain future of estate planning

Topics: Estate planning, Estate tax, Financial Security Brief, Grantor trusts, Tax, Trusts

Need resources to help inspire your clients to come to the planning table and educate them on key life insurance concepts? Use this Financial Security Brief to help educate your clients as part of your consultative sales process. For more resources, visit your Financial Security Intelligence center here. Download PDF