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!