Gifting Strategies
Gifting strategies provide your clients a way to minimize future estate taxes, while helping to ensure that their assets pass to the people and organizations that mean the most to them. Each individual can transfer a certain amount of assets either during life or at death without paying either gift or estate taxes. With proper planning, even more assets can be removed from the estate by making annual gifts during life.
Key materials listed below. Refer to the Advanced Marketing Sales Library for more information from Pentera Group, Inc. on advanced marketing topics.
ILIT and Gifting Guide (BB12101)
Provide an overview to clients of how gifting strategies can help them meet their legacy and estate goals.
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Sample agreements:
Access a variety of sample agreement templates to share with clients.
View sample agreements
Advanced Markets Information
Technical material for applied knowledge on a specific topic.
View Advanced Markets Information
View our life insurance products.
ILIT Financing Strategies Comparison (Single insured) (BB11629)
Compares the features of six financing strategies for single insured life insurance owned by an irrevocable life insurance trust. Includes content from BB11630.
Important Information
For financial professional use only.
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