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A Sound Approach to Composing a Melodious Life Insurance Presentation

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Taxes are in play again. And then they’re not. Income tax, wealth transfer tax and the income tax aspects of wealth transfer planning were all in play, with near-term effective dates that had estate planners and life insurance professionals scrambling to get things done before an uncertain deadline. However, as I write this article, the proposals ended up on the cutting room floor, as a very different vision for taxation of the wealthy emerged from Congress. 



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