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