May 9, 2024
Irrevocable Trust Strategies: Have Your Cake and Eat It Too
Taxes could be reduced with proper planning, which could allow your clients to leave more of a family legacy.
When the value of your estate exceeds the estate tax exemption amount, your clients could be subject to a 40% estate tax rate. It is difficult to imagine anyone who would be willing to give about half of their wealth to the government rather than their family. Estate planning with irrevocable trusts will help your clients maximize their ability to achieve their estate planning goals. This is done while minimizing tax consequences for them and their beneficiaries.
For more on this topic –
Join us to learn about commonly used irrevocable trust strategies and how life insurance fits within these strategies.
Estate Planning – Irrevocable Trusts
Presented by Advanced Sales Team
Thursday, May 16
1:00 p.m. ET; 12:00 p.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
Irrevocable Trusts and Life Insurance
Overview of Irrevocable Trusts
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
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