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A Sound Approach to Composing a Melodious Life Insurance Presentation

When time is of the essence, it’s critical to hit all the right notes

Taxes are in play again. And then they’re not. Income tax, wealth transfer tax and the income tax aspects of wealth transfer planning were all in play, with near-term effective dates that had estate planners and life insurance professionals scrambling to get things done before an uncertain deadline. However, as I write this article, the proposals ended up on the cutting room floor, as a very different vision for taxation of the wealthy emerged from Congress. 

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