The current economic environment is an excellent time to take advantage of the power of wealth transfer planning techniques such as Private Financing and Sale to a Grantor Trust. In addition to the historically lower interest rates, the low valuation of capital asset s such as stock and real estate can combine with guaranteed life insurance products to provide a significantly lower cost and more attractive financing scenario for high-net-worth individuals.

1968876111126_Estate_Planning_Opport_Sales_Strategy_final –

For more information on this strategy or to discuss a case, call our advanced markets experts at (800) 936 – 0339 option 1.