concept-piece-download-70014-estate-equalization

Wealth transfer strategies help ensure your client’s estate will be distributed the way they choose. Yet some of their beneficiaries may be uninterested in the asset, or ill-suited to own it. The solution may be to create an estate equalization plan using life insurance.

Published: January 17, 2023
Tracking Code: 70014
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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