OnDemand Webinar
Adapting to the OBBB: Life Insurance Solutions for Modern Tax and Estate Planning
Gain practical insights into advanced life insurance strategies as part of a coordinated approach to tax, estate, and wealth transfer planning under OBBB.
Watch on DemandThis webinar explores advanced life insurance strategies under the new OBBB tax law—helping you integrate insurance within coordinated tax and estate planning.
Agenda:
- Leveraging SLATs for tax-efficient wealth transfer
- Using life insurance inside qualified plans
- Applying tax bracket management techniques
- Coordinating Roth conversions and spend-down strategies
- Conducting trust basis reviews to uncover new opportunities
Don’t miss this opportunity to expand your expertise in advanced life insurance, tax, and estate planning strategies under OBBB. Now Available on Demand >>>