Learn how boomers can take advantage of a survivorship life insurance policy + offer their beneficiaries tax advantages
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Double Down for Boomers
With expected sunsets of tax code provisions and with the cost of everything rising it’s time to offer retirees solutions they can use to leave a lasting legacy. Double-dipping for solutions could be an appealing idea for retirement-ready boomers. Let’s look at a way these clients can take advantage of a survivorship life insurance policy plus offer their beneficiaries tax advantages.