Friday, December 7, 2012


The current estate tax code is set to expire on Dec. 31st. If congress does not extend the current code: 

  • The exclusion will drop from $5.12 million to $1 million
  • The top marginal rate will rise from 35% to 55%

Contact your clients that have estates worth more than $1 million and start the conversion regarding the need for updated planning. 

We are paying a $500 bonus for SUL cases with apps rec'd by Dec. 31st and a paid target premium of $10,000 or more. 

One phone call - hundreds of options!