Open ILIT Conversations with This New Idea

The new power of Irrevocable Life Insurance Trusts in changing times

The Estate Tax Exclusion Limit is scheduled to sunset in 2025. This invites an entirely new conversation with clients and prospects about Irrevocable Life Insurance Trusts (ILITs), which can provide new options for legacy and estate tax planning. 

Our latest sales concept, Fundamentals of ILITs, offers a new way of looking at the power of ILITs with a five-part video dive into estate tax and ILIT fundamentals … and closing with a compelling story for tackling the impending sunset. 

Want to master these concepts with clients? Find the video series and presentation under the Inspiring Clients to Action section on the Agent Development page of Retire Stronger. 

Your clients count on you. And you can count on us.