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Discounted Dollars To Fund Estate Settlement
Published: March 10, 2022
Tracking Code: 70048
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Even for affluent clients, pre-funding death expenses with discounted dollars remains effective. Life insurance is uniquely able to deliver a specified pool of tax-free liquidity at exactly the time needed to cover final expenses, debt, liquidation, taxes, probate costs and bequests.

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