FOCUS on the legacy, not the tax bill

Sanchez, Victor
June 2012
Life Insurance Selling;Jun2012, Vol. 87 Issue 6, p30
The article discusses the importance of prioritizing legacy planning in life insurance rather than estate tax solutions. It states that clients buy life insurance to protect their loved ones and that the number of legacy planning prospects is greater than those with potential estate tax exposure. It also offers tips for financial advisors to steer conversation away from estate tax solutions with clients which include discussing the recession and providing clients with what they want.


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