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Advanced life 2015 — Ideas that thrive

David Szeremet, J.D., CLU

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Audio 0:53:37

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The American Taxpayer Relief Act of 2012 was a sea change for advisors working in advanced markets. Under current laws, the federal estate tax exclusion is USD 5 million and rising. Furthermore, the portable exclusion allows couples to “double up” on the amount they pass federal estate tax-free. Indeed, the “good old days” of positioning life insurance for estate tax liquidity are mostly gone (except for high-net-worth clients). Szeremet breaks down estate planning strategies that have thrived in this new environment. This session is a must if you are interested in increasing your sales of permanent life insurance.

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