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

‐ Jul 27, 2010 6:50am

Credits: None available.

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.


Credits: None available.

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