Is the wealth transfer tax tsunami coming?

Three tax changes that the Biden Administration would like to implement have the potential to create a Wealth Transfer Tax Tsunami. Dive into what these three potential tax proposals are and the opportunities these changes could bring to the life insurance industry.

Access an on-demand video and a copy of the presentation with “speaker notes” that you can digest at your own pace. Learn how to help your clients maintain their legacies and potentially reduce the impact of tax increases:

•  Use the life insurance advantages of tax-deferred growth
•  Benefit from tax-free access during retirement
•  Access tax-free death benefit