Absent new legislation, the government's estate and gift tax exemptions are scheduled to decrease from $5.12 million to $1.0 million at the end of 2012 and more families will be subject to these taxes. Some affluent clients are rushing to protect their hard earned assets from one of the largest hikes in estate tax history. As this deadline approaches, producers have found a way to help clients plan for future estate taxes using a strategy called “Private Financed Life Insurance.”
Now you can help clients who are looking to take advantage of this unique time in US tax history. For a limited time, get two key pieces from the “Private Financing Toolkit” that show you how you can educate your clients about this important issue.
2013 is quickly approaching and your affluent clients need this now. Don't miss this window of opportunity to help your clients before the year is over.
Get your Private Financing Concept Overview and Fact Finder instantly by completing the form.