Income Tax Alpha: Life Insurance as a Tax-Diversification Tool

Can life insurance be more effective than nonqualified taxable investments? We think so. Life insurance has unique tax benefits unlike any other financial instrument. Properly leveraged, you can position your client’s assets to avoid unnecessary income taxes and diversify your client’s tax position. During this advanced planning webinar, we're joined by Ryan Patton, an estate planning specialist from Nationwide's Advanced Consulting Group. Together, we dig deeper into the shifting income-tax landscape and challenge long-held assumptions. You'll walk away with:

• A deeper understanding of potential tax changes
• Alternative options for existing tax-advantaged assets
• Demonstrated strategies to enhance your client’s position by creating “tax alpha”

Watch now to start building a more tax-efficient plan for your client's future!