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March 8, 2021
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Help clients’ estates hold firm against tax erosion
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Clients’ estates need protection so rising taxes don’t eat away at their heirs’ inheritance. The March Trimester focus is about helping clients create flexible estate plans using life insurance strategies. The Tax Erosion – How Taxes Affect Your Assets at Death client brochure and the Playbook Pointers are good places to start.
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Tax Hike Considerations and Strategies for Generational Wealth Transfer
A Democratic president and a Democrat-controlled Congress may lead to tax increases. Jim Mahaney of Prudential Financial highlights considerations to make for transferring wealth to the next generation.
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LIMRA Help Protect Our Families campaign launched to help raise awareness around the importance of life insurance.
LL Global (LIMRA, LOMA, SRI) and six other trade associations along with 60 member companies and distribution partners are coming together to support “Help Protect Our Families.” This site contains a host of tools and insights designed to help you create awareness and address the needs of an estimated 60 million uninsured and underinsured American households. Prudential is a proud partner of this important initiative. Help us spread the word, so we can all do our part in closing the $12T life insurance coverage gap.
Learn more
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Informal Inquiry Process Update – Effective March 1, 2021
In order to continue to provide strong service on large informal cases as well as your formal applications, effective March 1, 2021, we are updating our informal submission guidelines.
Learn more
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Newly Available Marketing Material
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Life insurance is issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). Variable universal life policies are offered by Pruco Securities, LLC. All are Prudential Financial companies located at 213 Washington Street, Newark, NJ.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing clients’ retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. |
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
© 2021 Prudential Financial, Inc. and its related entities.
1011225-00005-00 Ed. 05/2020 Exp. 04/01/2022
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