Are You Leaving Behind a Tax Burden?

Many people who have been successful in saving for retirement have established a large enough nest egg to be able to leave a legacy for their children, grandchildren and favorite charities. But did you know that along with that legacy, you could also be leaving an income tax burden?

Introduce affluent clients to two different strategies using life insurance that can help them maximize the after-tax value of their inheritance or help reduce taxes paid on the IRA inheritance.

Learn more about how life insurance can help build a legacy with IRA strategies.