Life Insurance & Legacy Building: Protect What Matters Most

March 2025

A leveraged legacy strategy uses life insurance to create wealth outside of a taxable estate. For many individuals, leaving a tax-efficient asset for a loved one can be life-changing and help preserve wealth for multiple generations.

During this webinar you’ll learn:

• Strategies for Building a Lasting Legacy in a leveraged, tax-efficient, and predictable manner
• How to Effectively Plan for Estate Taxes to protect your assets
• Ways to Equalize Inheritances when dealing with illiquid assets like businesses, farms, or real estate

Webinar presented by:
Steve Walker
Vice President of Institutional Accounts
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