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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.

The kit includes case studies and a pocket planning guide.


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