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Building and Protecting Your Business WorthBuilding and Protecting Your Business Worth Podcast brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the What Ifs Of Life. Author: Thomas J. Perrone, CLU,CIC
Building and Protecting Your Business Worth Podcast brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the What Ifs Of Life. The podcast will share ideas of how to unlock your Business DNA, creating more efficient business decisions, leisure time, and more fun in your business. Language: en Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Why Life Insurance Is the Smartest Way to pay for estate taxes and costs!
Episode 138
Friday, 27 March, 2026
Why Life Insurance Is the Smartest Way to pay for estate taxes and costs!Estate planning life insurance is the most effective way of paying estate costs.If you have a taxable estate, there are only 4 ways to pay your estate tax bill — and 3 of them will cost your heirs a fortune. In this video, I break down the real cost of each option using a real-world example, and show you exactly why life insurance held in trust is the only strategy that preserves your wealth.📊 What you'll learn: • The 4 ways to pay estate taxes — and what each one actually costs • Why a forced asset sale can cost your heirs 111% of the tax bill • How estate tax financing stretches costs to 126% over 10 years • Why life insurance in trust covers your estate taxes for just 26 cents on the dollar • How the 2025 estate tax exemption sunset may affect your estate right now🏦 Real example: A Minnesota client with a $15.5M net worth projected to grow to $46M faces over $18.6M in estate taxes. We compare all 4 options side by side.This isn't about life insurance — it's about paying an unavoidable tax bill as efficiently as possible.📅 Schedule a consultation: https://fantastical.app/b5bhcvxwev-lPTY/call-meetings-general Download Your Free Estate Planning Report https://www.allclients.com/Form3.aspx?Key=0267F106386897731AEA0590EE88778C Thomas J Perrone, CLU, CIC tperrone@necgginc.com Free Consultation https://fantastical.app/b5bhcvxwev-lPTY/call-meetings-general
