Showing posts with label estate planning. Show all posts
Showing posts with label estate planning. Show all posts

Thursday, June 21, 2012

2012 is "The perfect storm for estate planning"

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.

Tuesday, April 24, 2012

ING White Paper: Valuation of Life Insurance Policies

Life insurance has become an important tool for advanced techniques used in the areas of estate planning, business planning, and executive benefits. Such techniques may include the transfer of an existing policy by gift or sale, or may include the use of a life insurance policy to create benefits for employment or retirement. In each of these situations, it is important to be able to provide an accurate valuation of the life insurance policy in order to determine the income, gift, generation-skipping transfer (“GST”), or estate tax consequences of the transfer or benefit at issue. Read more...

Thursday, January 19, 2012

White Paper: Valuation of Life Insurance Policies

Life insurance has become an important tool for advanced techniques used in the areas of estate planning, business planning, and executive benefits. Such techniques may include the transfer of an existing policy by gift or sale, or may include the use of a life insurance policy to create benefits for employment or retirement. In each of these situations, it is important to be able to provide an accurate valuation of the life insurance policy in order to determine the income, gift, generation-skipping transfer (“GST”), or estate tax consequences of the transfer or benefit at issue. Read more...