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Wealth Planning in 2022: How to Help Your Clients through Inflation, Idle Assets, and Legislative Maybes

The current macroeconomic environment may be causing your clients to take a wait-and-see approach to financial planning.

However, inaction now could have detrimental effects on their portfolios later.

In his new white paper, Mike Raczkowski, Advanced Planning Vice President, talks about navigating this unique planning landscape and uncovering opportunities for asset protection and growth. Wealth Planning in 2022: How to Help Your Clients through Inflation, Idle Assets, and Legislative Maybes looks at planning strategies such as:

  • where to move “idle” assets that are losing purchasing power due to inflation and low savings rates.
  • gifting using trust-owned life insurance.
  • adjusting life insurance coverages as inflation protection.

We can help you find the most appropriate risk management solutions for your clients. For assistance designing or implementing solutions, contact your Highland Vice President or call 855.HCB.4YOU (855.422.4968).

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