A New White Paper from Bobby Samuelson

A New Twist on Estate Tax Planning with Survivorship Universal Life (UL)

Estate tax planning can be very tricky. The rules have changed significantly over the last several years and continue to evolve. Estate planning revolves around each client’s financial condition and wealth composition.

Survivorship life insurance pays its death benefit only when both spouses are deceased and the estate tax liability arises. Survivorship life insurance is the only life insurance that specifically matches the estate tax liability incurred by a married couple in these circumstances.

But the pitfalls can be serious.

This white paper takes a deep look at survivorship life insurance and how it can be leveraged in estate planning for your clients.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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