Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

Estimated 4m read
Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

Estimated 4m read
Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

Estimated 4m read
Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

Estimated 4m read
Whitepaper

Six reasons clients should consider irrevocable life insurance trusts

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By Modern Life
January 22, 2024
By Modern Life
Jan 22, 2024
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Summary
1
With the estate tax sunset approaching in 2026, individuals, especially high-net-worth ones, can benefit from establishing ILITs to leverage current gifting exemptions.
2
From protecting access to government benefits to incentive clauses, discover the unique benefits ILITs can offer your clients.
3
Learn how enhanced digital underwriting and client onboarding streamline the life insurance purchasing journey for a better client experience.
3

Uncover effective estate planning strategies using irrevocable life insurance trusts (ILITs). Learn how ILITs can strategically minimize estate and gift taxes, provide asset protection, and offer unique incentives, ensuring a comprehensive approach to securing client wealth.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
With the estate tax sunset approaching in 2026, individuals, especially high-net-worth ones, can benefit from establishing ILITs to leverage current gifting exemptions.
2
From protecting access to government benefits to incentive clauses, discover the unique benefits ILITs can offer your clients.
3
Learn how enhanced digital underwriting and client onboarding streamline the life insurance purchasing journey for a better client experience.
4
A simplified life insurance journey for advisors and clients
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