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Artist Series Sales Ideas

Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.

Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.



CREATE WEALTH... LEAVE A LASTING LEGACY

NEW!
Created: November 2011


SUMMARY:

Gifts made during lifetime and estate legacies made at death are essentially the same under the 2010 Tax Relief Act.  With the uncertainty of exclusions and estate tax rates after 2012, you may consider a "spend down" of your estate exclusion during life with large gifts now.  Most feel any action by Congress extending the exclusions at this level or increasing them to be highly unlikely.

What if you made large gifts to a trust, the sole purpose of which was to leave a lasting legacy? 



To view the complete version of the CREATE WEALTH... LEAVE A LASTING LEGACY Artist Series Sales Idea login to the LPI Advisors Only area now.


 
 
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