Estate Life Insurance Videos

Video library

Estate Life Insurance

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CRT/ART: Show this video to anyone looking to convert a highly appreciated asset into annual income, avoid capital gains, get an immediate income tax deduction for up to 5 years, leave a substantial donation to any non profit, and leave their family with tax free cash.

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Estate Life Insurance: Show this to individuals looking to create tax free bequests in their estate plan . . . explains the six options and which ones are best for their family.

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Estate Planning: Show this video to people between the ages of 40 and 70 who have not yet made a will, set up a trust, or provided instructions to their family for end of life provisions.

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Estate Tax Insurance Trust: Show this to people whom have or will have an estate tax liability . . . explains how to avoid IRS seizure and liquidation of their assets, while paying the minimum estate tax with a tax free discounted settlement.

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Estate Taxation: Show this video to anyone with a net worth in excess of $5 million who wants to preserve the value of their estate and avoid the liquidation of assets to pay off the estate tax liability.

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Final Expense: Show this video to everyone . . . explains the cost of final expenses, as well as the benefit of discounting that cost with tax exempt dollars in life insurance.

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Joint Life Second Death: Send this to couples (usually married), to learn how two people can qualify for life insurance at pennies on the dollar.

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LTC Life: Show this video to people with money set aside to pay for elder care (assisted living or home nursing) . . . explains the benefit of putting that money into life insurance with a Long Term Care rider.

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Life Settlement: Show this video to anyone at any age who intends to lapse or terminate a life insurance contract . . . explains how the contract can be sold for cash in secondary market.

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Living Trust: Show this video to anyone with assets and heirs . . . explains the disadvantages of probate, as well as the advantages of a living trust.

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Planned Giving: Show this video to people who are currently supporting nonprofit causes or tax exempt institutions . . . explains the advantages of gifting life insurance, as well as the benefits of a Charitable Remainder Trust.

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RMD Conversion: Show this video to anyone not wanting to take RMDs from their IRA . . . explains a strategy to convert the account into an income annuity and use those payments to replace the asset with life insurance.

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Reverse Mortgage (HECM): Show this video to people over the age of 62 who want to remain in their home for as long as they live, but need additional monthly income or a cash resource.

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Single Premium Life: Show this video to people over 50 with money in cash reserve accounts like bank CDs . . . explains how this money can be leveraged to provide a tax exempt payment resource for assisted living, home nursing or terminal illness.

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Special Needs Trust: Show this video to the parents of “special needs” children . . . explains the risk of leaving their child without sufficient financial security.

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Split Dollar Family Banking: Show this video to grandparents who can afford to overfund a cash value life insurance contract for a child . . . explains the "split-dollar" Infinite Banking concept as a way to guide a child to a lifetime of financial security.

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Whole Life Cash Reserve: Show this video to any relatively affluent individual or successful investor . . . presents participating whole life as a separate asset class or cash reserve liquidity asset.

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