As clients look for ways to plan for tax law sunsets at the end of 2025, universal life insurance is a powerful tool that allows for customizable funding options.?For example, clients can pay minimal premiums and step them up to maintain coverage if needed. #universallifeinsurance #taxlawsunsets #howardinsurance https://lnkd.in/ePGDX4nr
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As we get closer to the potential sunset of the Basic Exclusion Amount for estate taxes at the end of 2025, many clients feel uncomfortable planning under such uncertainty.?This month’s white paper speaks to how life insurance held in an irrevocable trust can be a powerful, customizable tool to create immediate liquidity with minimal expense. #estatetaxes #estateplanning #howardinsurance https://lnkd.in/ePGDX4nr
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In the intricate world of life insurance, understanding the tax implications is crucial for maximizing benefits and ensuring financial security.?The Tax Equity and Fiscal Responsibility Act (TEFRA), the Deficit Reduction Act (DEFRA), and?the Technical and Miscellaneous Revenue Act (TAMRA)?are three legislative pillars that significantly impact life insurance policies. https://lnkd.in/e6mKciJW
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Explore the intricacies of variable life insurance policies with William Lipkind and Jonathan G. Blattmachr's authoritative article on the income tax dimensions of these products. Covering topics from investor control doctrine to the benefits of private placement life insurance (PPLI), this piece is a must-read for professionals navigating complex wealth and tax planning. https://lnkd.in/g98dA9gW #TaxPlanning #LifeInsurance #WealthManagement #PeakTrustCompany #PPLI #TaxEfficiency #EstatePlanning
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Here is a quick run down on the benefits of an Irrevocable Life Insurance Trust (ILIT). With the upcoming reduction in the federal estate tax exemption, using ILITs to reduce your taxable estate before the end of 2025 is a good idea. https://lnkd.in/eAR37vhg
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Managing Director at KCJ FINANCIAL SERVICES LTD : "Innovative Insurance Leader: Elevating Sales Performance and Client Satisfaction"
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Did you know regularly reviewing a life insurance policy can safeguard a client’s financial future? A recent thinkadvisor article shared how low interest rates can cause policies to lapse early, leading clients to surrender them for cash value. Regularly reviewing a clients’ plan helps them get ahead of changes and uncover better options to ensure their policies perform as expected. Prevent unnecessary surrenders and ensure essential coverage is available when they need it most. #LifeInsurancePolicy #Finances #Reviewing #Tips
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Especialista de Seguros de Ramos de Personas y General y profesional de las finanzas de la industria bancaria.
For adequate economic protection, your life insurance must grow in accordance to your life's current earning and even future earnings potential. This is a fundamental concept of economic valuation that can also be applied to personal financial planning.
Did you know regularly reviewing a life insurance policy can safeguard a client’s financial future? A recent thinkadvisor article shared how low interest rates can cause policies to lapse early, leading clients to surrender them for cash value. Regularly reviewing a clients’ plan helps them get ahead of changes and uncover better options to ensure their policies perform as expected. Prevent unnecessary surrenders and ensure essential coverage is available when they need it most. #LifeInsurancePolicy #Finances #Reviewing #Tips
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Did you know regularly reviewing a life insurance policy can safeguard a client’s financial future? A recent thinkadvisor article shared how low interest rates can cause policies to lapse early, leading clients to surrender them for cash value. Regularly reviewing a clients’ plan helps them get ahead of changes and uncover better options to ensure their policies perform as expected. Prevent unnecessary surrenders and ensure essential coverage is available when they need it most. #LifeInsurancePolicy #Finances #Reviewing #Tips
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Coaching world-class financial professionals and firms to improve their businesses, have more impact in their clients' lives, and strike a healthy work-life balance.
High-net-worth clients are showing increased interest in large life insurance policies ahead of potential estate tax changes in 2026. As a financial professional, now's the time to guide your clients through strategic estate planning to protect their wealth.
