Premium Financing - An Effective Estate Planning Home Run or Ticking Time Bomb?

Learn about how life insurance premium financing has been effective in transferring an excess of $50 billion tax free to heirs. When designed properly, this technique can maximize the value of tax efficient wealth transfer by discounting premium costs by up to 80% while minimizing gift tax exposure. However, when sold or designed incorrectly, it will be a problem in the future. Both aspects will be discussed during this important session.