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home | ILIT Template Software
 
ILIT Template Software
Essential Estate Planning with Irrevocable Life Insurance Trusts
InKnowVision, LLC

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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."


View sample >> CLICK HERE

Free to download until July 1, 2010.

Register and Download >>
CLICK HERE

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Become a software ambassador and get a free subscription to Wealth Planning Professionals for 6 months or a year.>> CLICK HERE.

 

 

 

 

 

 

 

       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

 

 Join our weekly ILIT in the Morning broadcasts

with Kyle Hafstad, every Friday at 10:30am CDT to learn new information regarding the ILIT Software. Click on the date below to and follow the link.

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