Episode
Life Insurance Estate Planning: 7 Strategies
- Published
- May 20, 2026
- Duration seconds
- 1559
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- https://www.buzzsprout.com/2047761/episodes/19208348-life-insurance-estate-planning-7-strategies.mp3
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Summary
Send us Fan Mail **Are you unknowingly leaving millions to the IRS instead of your heirs?** Life insurance is far more than a death benefit—for high-net-worth families, it's one of the most powerful tax-efficient wealth transfer tools available. Yet most advisors treat it as a commodity. In this episode, we explore seven strategic approaches to life insurance estate planning that can preserve and transfer your legacy across generations, whether your estate exceeds federal exemptions or you h...