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Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Split Dollar Sales Ideas for High Net Worth Clients with Ryan Mattern, Director, Advanced Sales
Manage episode 304441918 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as yet to be determined "date of enactment". Why is this so important? Many irrevocable life insurance trusts (ILITs) are considered grantor trusts and could fall within the scope of this proposed rule. This could cause problems for clients who currently make premium gifts each year to their insurance trusts. In this episode, Crump's Ryan Mattern discusses split dollar sales ideas, and explains why this option may become a key strategy moving forward.
41 episodes
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Manage episode 304441918 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as yet to be determined "date of enactment". Why is this so important? Many irrevocable life insurance trusts (ILITs) are considered grantor trusts and could fall within the scope of this proposed rule. This could cause problems for clients who currently make premium gifts each year to their insurance trusts. In this episode, Crump's Ryan Mattern discusses split dollar sales ideas, and explains why this option may become a key strategy moving forward.
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Similar to Crump Insights
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