Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients

Track: Main Stage

Session Number: 104
Date: Sat, Jan 26th, 2019
Time: 3:45 PM - 4:30 PM
Room: Texas Ballroom BC

Description:

The lifetime gift, estate and GST exemptions have doubled until the end of 2025. In addition, there were a number of provisions that will change the way clients will calculate their taxable income. So, what does this mean to you and your clients? And where does life insurance fit? This session will use real examples and explain why the client selected life insurance as part of the planning process.

Session takeaways:
• Review current rules for gift, estate and GST exemptions
• Identify rules and provisions to pay attention to through 2025
• Get ideas to maximize this short-term opportunity for your clients
• Describe how to position life insurance in the discussion

Session Type: Main Stage

Target Market: Apply to all
Categories: Exit Planning/Key-Man/Buy-Sell, Estate & Liquidity, Life Insurance & Retirement
Session Type: Main Stage

Target Market: Apply to all
Categories: Exit Planning/Key-Man/Buy-Sell, Estate & Liquidity, Life Insurance & Retirement