Nationwide’s Advanced Life Marketing Concepts guide gives you a clear overview of each concept, tax considerations, and implementation step bullets, along with an easy to understand graphic that shows how it all fits together. In two sections, the guide covers 12 popular concepts each:
- Estate Planning & Wealth Transfer
- Business Planning
As you think about your business owners and other wealthy executives, who among them could take additional steps to leverage the tax code to their maximum advantage? Start a fresh conversation about how their family, and/or their firm, can leverage the tax code to their maximum advantage.
