Episode: Life Insurance for Your Affluent Clients­––Needed coverage without Liquidating Assets


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Life Insurance for Your Affluent Clients­––Needed coverage without Liquidating Assets
Wealthy people, including business owners, and trusts often need substantial life insurance. But they wish to minimize any impact to their current cash flow or liquidating assets to pay for it. This session explores premium financing, a strategy that may help them purchase life insurance, efficiently transfer assets to their heirs, and potentially reduce gift and estate taxes.

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