Presented by Gary Peterson
Would you like a simple way to transfer assets for your clients? If they die with unused funds, their heirs will be forced to pay ordinary income tax on the proceeds. You can easily help them avoid this unnecessary tax by repositioning their funds in a wealth transfer life insurance policy.
National Western’s Lifetime Returns Select makes wealth transfer easy:
12 Minute Interview
12 Knockout Questions
Accept/Decline at Point of Sale
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