Premium Paying Strategies for High-Net-Worth Clients

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Join our monthly trimester webinar where we’ll explore tax-efficient strategies that high-net-worth clients can use to pay for life insurance premiums. You’ll learn about private financing through Irrevocable Life Insurance Trusts (ILIT), selling assets to an Intentionally Defective Grantor Trust (IDGT), and commercial premium financing. You’ll walk away understanding how each of these strategies operate and can help address the different needs of your high-net-worth clients.