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Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients


It's One Year After Tax Reform, Now What? 3 1/2 Legacy Planning Ideas to Share with Your Clients


Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)


Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access


Planning Beyond the Basics When Working with Large Real Estate Clients


State-of-the-Art Life Insurance Planning for UHNW Clients


Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)


The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)


Where Have All the Large Cases Gone?


You Met Mr. and Ms. Big, What Happens Next


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