Add Some Life to Clients’ Gifting Goals

‘Tis the season for gifting and what better gift for clients to explore than one that keeps on giving. Life insurance can help clients provide protection for their loved ones, supplement their retirement income and leave a legacy to organizations that are important to them. And with annual exclusions for gifts increasing to $19,000 a year for 2025, now is the best time to help clients put a plan in place.