Cutting Edge Estate Planning Techniques

The recent drop in the Applicable Federal Rates (AFR) and Section 7520 Rate make now the best time for your high net worth clients to finance the purchase of their life insurance.

This video is a recording of a Zoom webinar featuring Carly Brooks, JD, CFP of John Hancock Advanced Markets. In this video, Carly goes over 3 alternative private funding techniques you absolutely have to know that allows your clients to take advantage of these historically low lending rates.