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Split Dollar Sales Ideas for High Net Worth Clients with Ryan Mattern, Director, Advanced Sales
Manage episode 304441918 series 2802218
With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as yet to be determined "date of enactment". Why is this so important? Many irrevocable life insurance trusts (ILITs) are considered grantor trusts and could fall within the scope of this proposed rule. This could cause problems for clients who currently make premium gifts each year to their insurance trusts. In this episode, Crump's Ryan Mattern discusses split dollar sales ideas, and explains why this option may become a key strategy moving forward.
41 에피소드
Manage episode 304441918 series 2802218
With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as yet to be determined "date of enactment". Why is this so important? Many irrevocable life insurance trusts (ILITs) are considered grantor trusts and could fall within the scope of this proposed rule. This could cause problems for clients who currently make premium gifts each year to their insurance trusts. In this episode, Crump's Ryan Mattern discusses split dollar sales ideas, and explains why this option may become a key strategy moving forward.
41 에피소드
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