Date: February 2021
Hosts: Dennis M. Sandoval & Frank Campbell, CLU
What Is Covered:
- Life situations where life insurance is an excellent planning strategy.
- Life situations where life insurance policies may no longer be needed and why you may not want to cancel the policy.
- Why you may want to have your existing life insurance policies reviewed at no cost to you.
- Life insurance policies also pay for long-term care costs, such as caregiving and assisted living.
- The presidential candidates and parties have expressed their views about increasing taxes, including the estate tax. If there is an increase in the estate tax, is life insurance part of a viable planning strategy to pay the increased estate tax burden?
- Using life insurance to help transition a family business to children or outside parties upon your death.
- Other insurance products that can help with the cost of long-term care costs.
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