List Price $695.00 Our Price $0.00 You Save $695.00 100%

This Excel based program will allow you to illustrate the benefits of two of the most fundamentally important estate planning strategies in a clear and visually powerful presentation.

First, you will be able to demonstrate the advantages of adding A/B trust planning that will allow you to show the advantages of planning with credit shelter (or bypass) trusts. We’ve incorporated several different exemption amounts so that you can incorporate various tax law assumptions.

Next you can add life insurance in an Irrevocable Life Insurance Trust (ILIT). You can structure the premium payment plan in various ways to give you and your client’s maximum flexibility in structuring their planning.

There are many other features that allow you to run countless “what ifs” using different inflation or rates of return and graphs and charts that will take the emphasis off the plan being all “numbers.”

Free to download until July 1, 2010. Click here to register!

Benefits:

• Easy and Flexible

• Updated Regularly

• Bigger Insurance Sales

• Model Multiple Scenarios

• Presentable and Informative

• Real Cash Flows, Income Taxes. Estate Taxes

• Projects Every Year

• Allows you to choose Estate Exemption