Improving Outcomes for Estates with Large Qualified Fund Concentrations

Do you have clients who have qualified funds that make up a large percentage of their net worth? The estate and income tax burden to their heirs depletes the asset significantly and makes the receipt of qualified funds one of the most tax inefficient vehicles to inherit. Download our case study below, which effectively positions life insurance as a tool to help neutralize the heavy tax burden imposed on qualified funds. RMD season is a great time to approach your clients with these solutions.