Скачать или смотреть Concierge Corner Tax Free Legacy

Today’s Concierge Corner explores one of the most meaningful goals families have — leaving a tax-free legacy for the people they love.

In this episode, Don Tiegs explains how life insurance can help clients pass down money quickly, cleanly, and generally income tax-free.

If you’re an insurance agent looking to add deeper value and open new planning conversations, this video will give you the simple questions and language to get started.

What you’ll learn:
• Why families want a tax-free legacy
• How life insurance supports that goal
• Three powerful questions to unlock legacy conversations
• How agents can bring this into everyday client reviews

If you want help growing or diversifying your insurance practice, reach out to Don at 753-265-3297 for Clarity, Confidence, Concierge support.


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