Tom Lipscomb, CLU®
27 time Top of the table qualifier
Your high net-worth & ultra high net-worth prospects don’t know what they don’t know… even those who think they are already “well-planned!”
Tom Lipscomb is an industry leader when it comes to teaching prospective clients what’s possible in the way of estate tax (and capital gains tax) mitigation and elimination – even adding significant value for those who believe they’ve “done it all”! Tom guides Financial Advisors and their multi-millionaire – and sometimes billionaire – clients who are eager to learn about (and almost always implement) appropriate life insurance strategies. It’s the discussion that captures their attention, consistently.
Invite Tom to help your most important clients create a vision of what’s possible
Mitigate capital gains tax issues within trusts. Your clients will be amazed how easy it is to mitigate these taxes with their clever deployment of a totally tax-free asset.
Discover how life insurance can be used to “pack” a trust when all exemptions have been used & how their gifted assets, plus life insurance, can be turned into a meaningful legacy for their family. Even better, Tom teaches how, after the second death, all remaining assets can go to the couple's favorite charity.
Self-direct social capital by disinheriting the IRS, eliminating forced philanthropy by the death tax.
Create capital leverage ratios of 3-5x, guaranteed & tax-free.
Take advantage of carrier product pricing design anomalies to extract maximum tax-free benefits with the least possible capital outlay.
Introduce Tom to your healthy ultra-high net-worth couples in their 50s to early 70s who love their families and hate taxes. He’ll enable them to visualize what’s possible, create clarity around choices, nudging them toward a decision that’s good, for them. Tom will then orchestrate plan implementation with minimal effort on your part.
Introduce yourself to Tom
Recent Case Studies
Lawyer Couple M 66 F 54
- Death Benefit $10,000,000
- Premium $140,000 x 10 Years
- Commission $158,000
Business Owner F 67
- Death Benefit $6,000,000
- Premium $102,000
- Commission $136,000
Executive Couple M 44 F 44
- Death Benefit $50,000,000
- Premium $237,000
- Commission $279,000
About Tom
Tom Lipscomb has been a Financial Representative with Northwestern Mutual since 1985. Eleven times he has been among the top twenty producers for the company out of over 7,000 representatives as a result of his focus on helping successful clients understand “what’s possible” in the areas of estate planning and tax-favored wealth accumulation planning. Tom’s total career premium production with Northwestern Mutual to date is $23,000,000.
Tom is a twenty six-year qualifier for the Million Dollar Round Table’s Top of the Table designation.
Tom has earned the Chartered Life Underwriter designation (CLU), and has a Bachelor’s and Master’s degree from the University of Kansas in Saxophone Performance.
Tom and his wife, Kari, have two young adult children, Anna and Thomas. They live in Overland Park, Kansas. Tom plays saxophone on his church music worship team and is on the board of several local ministries. His hobbies include kids’ activities, mountain biking, traveling, music, and watching KU Basketball.
