Stefan Bruckel
About Stefan Bruckel
Posts by Stefan Bruckel:
New Joint Lives LTC Policies Provide Strong Guarantees
New Joint Lives LTC Policies Provide Strong Guarantees
Advantage of Layering Jumbo Life Insurance Applications
Advantages of Layering Jumbo Life Insurance Applications
Estate Tax Estimator
Estate Tax Estimator Our simple two page Estate Tax Estimator makes it easy to visualize the impact of death taxes as the 2017 tax cuts expire at the end of 2025. Page 1 shows the calculations; page 2 represents the same with graphs. Download a sample here. Request your own, incorporating your clients’ assumptions. Death […]
Comprehensive Guide to ILITs
Comprehensive Guide to ILITs Securian’s comprehensive Guide to Irrevocable Life Insurance Trusts (ILITs) gives you an overview of the most popular trust variants, as well as specimen agreements you can forward to start estate tax planning conversations. Traditional ILITs Spousal Limited Access Trusts (SLATs) Beneficiary Limited Access Trusts (BLATs) Partner Limited Access Trusts (PLATs) Dynasty […]
Advanced Life Marketing Concepts
Advanced Life Marketing Concepts 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 […]
Tax Moves to Consider Now Before 2017 Cuts Expire
Tax Moves to Consider Now Before 2017 Cuts Expire The Trump-era tax cuts will phase out at the end of 2025 unless they are extended. Now is the time for retirees—and near retirees—to start planning for that. Review the recommendations published by the Wall Street Journal on 10/04/2023, “Tax Moves to Consider Now Before 2017 […]
Vaper Cuts Life Insurance Premium in Half
Vaper Cuts Life Insurance Premium in Half! Key to Success: Carrier Selection / Underwriting Exception Applicant Summary: F, 26, attorney, vapes daily Needs $3,000,000 20-year level term life insurance Advisor calls CPS Advantage for options for a successful young attorney client already hitting it big! His problem is that she vapes daily. His primary insurer […]
Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs
Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs
