Close Close
ThinkAdvisor

Life Health > Life Insurance

Transferring Wealth

X
Your article was successfully shared with the contacts you provided.

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.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.