Join a conversation with Jeff Love, Head of Strategy at Valur and Geoff Tully, Director at Arta Finance where they will discuss:
- Overview of gift and estate tax exemption
- Why ILITs matter: a deep dive
- How ILITs stack estate-tax benefits on top of life insurance’s income-tax advantages.
- Four ways to fund your ILIT premiums
- Integrating PPLI into an ILIT: how combining both structures can help increase your legacy.
- Real-life case study
- Q&A Session
We will send a recording of the webinar to the registrants.
Bring questions and see you there!