TITLE

FOCUS on the legacy, not the tax bill

AUTHOR(S)
Sanchez, Victor
PUB. DATE
June 2012
SOURCE
Life Insurance Selling;Jun2012, Vol. 87 Issue 6, p30
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
76121311

 

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