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CFP® CE Registered Presentation

estate planning uses of life insurance

Few clients have exposure to estate taxes with today’s high federal estate tax laws, but estate planning isn’t just about tax planning.  Life insurance is valuable, even when there’s no tax to pay.  We examine several financial applications for life insurance, and discuss where it makes sense.  We discuss how the economics of life insurance can best achieve an estate planning goal.  Through a series of eight client case studies, we illustrate how using life insurance can create positive outcomes for a range of situations.

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