Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance premiums, including:

• Private financing through an Irrevocable Life Insurance Trust (ILIT) that helps minimize estate and gift taxes.
• Selling an asset to an Intentionally Defective Grantor Trust (IDGT) to generate income for a life insurance policy premium.
• Commercial premium financing that enables clients to pay for premiums without liquidating assets.

Additionally, you’ll understand how each of these strategies operate and can address the different needs of your high-net-worth clients