Now, more than any time in history, a lifetime gifting strategy can provide more estate and gift tax savings. Time is running out for you to talk to your clients about taking advantage of the reduction in gift tax exemption from $5.12M to $1M in 2013.
Make your 2012 Lifetime Gifting appointments with your estate planning clients/prospects NOW! Then check out American General's complete program of agent-to-prospect marketing/training material. The flagship of the program is a one-of-a-kind consumer website: UncleSams2012Gift.com.
The one-of-a-kind consumer materials are designed to be delivered to prospects and clients by producers to help stimulate estate planning discussions.
The producer material educates producers about the current environment and walks them through the “how-to’s” of implementing a gifting program. It is, essentially, what to expect if the client says, “Yes!”
As always, MVP Financial is available to help you through the process...contact your Producer Relations Associate.
Make your 2012 Lifetime Gifting appointments with your estate planning clients/prospects NOW! Then check out American General's complete program of agent-to-prospect marketing/training material. The flagship of the program is a one-of-a-kind consumer website: UncleSams2012Gift.com.
The one-of-a-kind consumer materials are designed to be delivered to prospects and clients by producers to help stimulate estate planning discussions.
The producer material educates producers about the current environment and walks them through the “how-to’s” of implementing a gifting program. It is, essentially, what to expect if the client says, “Yes!”
As always, MVP Financial is available to help you through the process...contact your Producer Relations Associate.
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