Advantage of Layering Jumbo Life Insurance Applications
Advantages of Layering Jumbo Life Insurance Applications
Advanced Planning
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 […]
The Taxation of Life Insurance
The taxation of life insurance provides financial professionals with a comprehensive review of some of the more obscure rules.
Consumer Education Estate Planning and Wealth Transfer
Consumer Education: Estate Planning and Wealth Transfer This page gives you access to consumer-approved brochures you can use to educate high net-worth clients. For an initial approach, if often makes sense to use authoritative third party content from our News You can Use pages to introduce an idea. Once you have captured their attention, you […]
