Sponsored by Securian: Chasing Sunset: Opportunities for Life Sales Before the End of TCJA

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Due to sunset provisions of the Tax Cuts & Jobs Act, several of the rules that financial professionals have become comfortable with will expire at the end of 2025. The sunset of these provisions has impact on estate planning strategies, income tax strategies and corporate tax strategies. Now is the time to consider several strategies using life insurance as financial tool to create a more tax-efficient legacy for heirs and a chance to use the generous estate tax exemption before you lose it!

Topic(s): Sponsor Sessions
Presenter(s): Channing Schmidt
Session#: FIN2402-106
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 22, 2024

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Channing Schmidt

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Sponsored by Securian: Chasing Sunset: Opportunities for Life Sales Before the End of TCJA

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Presenters

Channing Schmidt

Resources

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