High-net-worth clients often require sophisticated and complex solutions to meet their planning needs. Our industry-leading Advanced Markets team can help you develop strategies to address these challenges, with help such as:
Rolling GRAT Calculator
Our NEW Rolling GRAT Calculator produces a client approved presentation tailored to your case, including a:
In this Planning in Action, see how a producer used our new GRAT calculator to show his clients how they could exit from a split dollar arrangement and move forward with their insurance funding.