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Newsletter 05/31/2023 Estate Tax Planning Resources


Updated Links to Estate Tax Conversation Starters

Position yourself as your clients’ most skilled Financial Advisor!

Show them how you can help them leverage the tax-code to their maximum advantage.

Your high net-worth clients are becoming aware of the need to shift funds out of their estate, soon. Many need your help to eliminate the $400,000 per $1M voluntary tax.

Our incoming application flow shows that many affluent families are ready to take action now. Be the first Financial Advisor they think of when it comes to estate and gift tax mitigation strategies. Beat your competitors by reminding your clients why you are the most qualified Advisor to assist them.

Forward an article linked above to appropriate clients to start a conversation about the upcoming tax changes. For maximum engagement, pair your message with a client-specific Estate Tax Estimator; order it from your CPS Advantage Representative or via email.

To gain access to additional WSJ conversation starters on other recent tax and insurance related topics, visit News You can Use.

De-risk your clients’ life insurance application experience:

Would you like to schedule a quick call or Zoom to develop an approach for a high net-worth prospect?  Connect with your CPS Advantage Representative or request a callback via email.

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