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Legacy Planning and Gifting Strategies
Actionable Resources
Whether generational wealth transfer, business continuity, or charitable giving, by strategically incorporating life, annuities, and long-term care solutions into your clients’ legacy planning, you can provide opportunities for tax-advantaged protection and growth of assets.
Download the below resources to help enhance and diversify your legacy planning conversations with clients. Then reach out to your Highland representative to get started.
Two Rescue Ideas: Alternatives to the Stretch IRA
The elimination of the stretch IRA doesn’t have to mean big tax hits or decreased retirement income. Learn more about tax-advantaged alternatives to inherited IRAs for your clients and
their beneficiaries.
Client Concept: Asset Preservation through Annuity Solutions
Fixed-indexed annuities can provide clients a multi-prong approach to preserving assets. Learn one approach in this client concept resource and then use the Fact Finder to help
determine which annuity solutions may best fit your clients’ goals.
Next Steps: Buy-Sell Planning
By implementing a buy-sell plan, you can help clients protect business valuation and ensure continuity. Use this guide to familiarize yourself with the types of buy-sell plans to help determine which may be right
for your clients.