OnDemand Webinar
Advancing the Uses of Life Insurance: Five Strategies to Use in Today’s Legislative Environment
Gain advanced insights into life insurance planning strategies that can help advisors navigate today’s evolving tax and legislative landscape.
Access WebinarIn this on-demand webinar replay, moderator Anthony J. Mento and guest speaker Kurt Kauffman lead an advanced discussion on leveraging life insurance solutions in today’s evolving legislative and tax landscape.
Through actionable insights and real-world case applications, they explore how life insurance can serve as a powerful, multidimensional planning tool to help advisors strengthen estate, business, and wealth-transfer strategies for their clients.
Key Topics:
- SLAT Planning – Utilizing Spousal Lifetime Access Trusts for flexible wealth transfer and liquidity options.
- QTIP Trust Planning – Enhancing spousal protection and control within estate frameworks.
- Trust Basis Reviews – Identifying opportunities to improve cost basis efficiency and long-term tax positioning.
- Concentrated Stock Planning - Integrating life insurance into diversification and liquidity strategies.
- Survivorship Standby Trust Planning – Coordinating survivorship policies with standby trust structures for legacy and estate efficiency.
Don’t miss this opportunity to expand your planning expertise and deliver smarter, more resilient outcomes for your clients. Now Available on Demand >>>