When asked the question “Why do you rob banks?” John Dillinger (or perhaps it was Willie Sutton) said because “That’s where the money is,” and for years many financial, legal and insurance professionals have focused on estate planning for those facing large transfer taxes. After all, that’s where the money is, right? And the expiring Bush tax cuts were a tease, leading us to believe that our client’s liquidity needs were going to come roaring back. Now that ATRA has created certainty, the estate planning market has suddenly gotten much smaller, affecting only about 350,000 Americans.
This discussion will focus on planning alternatives and life insurance solutions for the remaining Americans. More specifically, those with net worth’s between $500,000 and $5,000,000 and those with higher earned incomes.
Don't sit through another boring presentation - learn about 4-5 opportunities created by ATRA that you can take to your clients today.
Hear about successes and challenges from your peers and compare notes.
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