August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax. But estate planning strategies aren’t just for the wealthy — it’s for everyone.
Did you know that about 30% of Americans want to leave an inheritance to loved ones even if it is small but only about 24% actually have a will? 1
Now is the time to help your clients take an active role in their estate planning strategies. Planning ahead is important no matter how much money or property you have.
Here is an overview of the key provisions of OBBBA. (for agent use only)
Here are a few ways to discuss the benefits of life insurance as a necessary part of an estate planning strategy based upon your client’s personal financial situation. (for agent use only)
Once you become familiar with the OBBBA key provisions, share this flyer and article with your clients:
Where There Is a Will… There is Your Way Client Flyer
For further information on estate planning strategies, see below:
1Coining a legacy: How Americans plan to leave their mark | Empower. April 2024 (https://www.empower.com/the-currency/life/coining-legacy-estate-planning-research). Writing a will is becoming less popular. Why Americans are opting out)
