Archive for September, 2012

So, Is It a Good Deal or Not?

September 13th, 2012 1 comment

It’s September and the end of the year and possible tax law changes regarding estate taxes and gifting are looming large.

In order to take advantage of all or part of the $5,000,000 unified credit allowance before it potentially disappears, many of your clients have been presented very large single premium life insurance proposals .  The cynical side of non-insurance advisors look at this as simply another sales strategy and a high pressure one at that.  I know this because some of you are calling for advice.  Read more…

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