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.

Passing On Wealth Without Gifts

Gifting isn't for everyone. Even though Congress has expanded the lifetime gifting and GST exemptions through 2012, some well-to-do clients won't feel comfortable about making large gifts.

This new consumer brochure discusses three strategies in which life insurance can be used to pass on family wealth without making gifts: the Standby Trust strategy, Inter-Family Loans, and Private Split Dollar arrangements.

Use it in your estate planning meetings with wealthy clients. Download....