Topic of the Month
Gifting is the December Topic of the Month
Lifetime giving allows for privacy and probate avoidance, and may also increase the net amount passing to their heirs. This savings may be further leveraged through the use of life insurance to provide a substantial legacy to the client's family.
For more information on Gifting please contact your local Regional Director or call the Advanced Markets Group at (888)266-7498, option 3.
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