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Income Tax Alpha: Life Insurance as a Tax-Diversification Tool

March 2021  |  34 minutes
This webinar is for financial professionals only.

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Can life insurance be more effective than nonqualified taxable investments? We think so. Life insurance has unique tax benefits unlike any other financial instrument. Properly leveraged, you can position your client’s assets to avoid unnecessary income taxes and diversify your client’s tax position. During this advanced planning webinar, we're joined by Ryan Patton, an estate planning specialist from Nationwide's Advanced Consulting Group. Together, we dig deeper into the shifting income-tax landscape and challenge long-held assumptions. You'll walk away with:

  • A deeper understanding of potential tax changes
  • Alternative options for existing tax-advantaged assets
  • Demonstrated strategies to enhance your client’s position by creating “tax alpha”

Watch now to start building a more tax-efficient plan for your client's future!

About the Host

Sam Rocke leads the protection sales, advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.

Featured Speaker

Ryan Patton has seen it all in his years with the Advanced Consulting Group at Nationwide. From the smallest opportunity to major enterprises, he helps individuals and businesses tackle estate and legacy planning, business succession, and wealth transfer. Ryan brings an analytical perspective to case design, drawing on his scholastic education as well as 15 years of experience across the financial industry.