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Transferring Wealth

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Pacific Life Insurance Company is offering a new sales kit to producers who want to help wealthy clients with estate planning.

The kit identifies ways to use life insurance in wealth transfer strategies, such as helping pass a family-owned business down to the next generation, keeping a home or farm in the family, and providing cash to help pay estate taxes, according to Pacific Life, part of Pacific LifeCorp, Newport Beach, Calif.

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The kit includes case studies and a pocket planning guide.