Tax planning
- Tax planning
- Tax advantages of life insurance
Get ready for a tax efficient retirement
Introduce your clients to the value of life insurance in their portfolio.
Client worksheet
Help clients better understand how taxes affect their retirement plan and how to diversify assets, so they can keep more income and pay less in taxes when they begin distributions.
The informed professional advisor blog
Get ideas and insights to help you solve a range of client income needs through holistic planning. See conversation tips, guidance on meeting clients’ income needs today, and advice on sharpening your practice management skills with these timely posts from Lincoln Financials' industry experts.
Roth IRA and life insurance
Provide clients with a view of the similarities and differences between these assets.
Estate planning with VUL: "Bet to Live, Bet to Die"
Kevin Cox addresses how a VUL insurance policy can combine “bet to die” protection” with a “bet to live” opportunity.
An overview of the Generation Skipping Transfer Tax
The generation-skipping transfer tax along with a life insurance policy can be a solid solution for multigenerational estate planning.
For financial professional use only. Not for use with the public
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.