Learn about revocable and irrevocable trusts so that you can choose the right one for your wealth protection and legacy goals.
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The slower pace of the summer months is a great time to connect with your clients about their financial protection needs. Check out our Life Insurance Marketing Hub for sales strategies and marketing support to help your clients check life insurance off their to-do list. https://lnkd.in/eEesF_A4.
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Can You Afford To Wait? Preparing for the Sunset of the TCJA Tax Relief. In this case study, we will explore both annual and lifetime gifting opportunities to a trust as well as taking advantage of the high lifetime exemption amount currently available. Click on the event link to register for this informative webinar hosted by MassMutual's Advanced Sales experts!
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The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.
Business owners: Check your buy-sell agreement | MassMutual
blog.massmutual.com
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Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work?
blog.massmutual.com
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Explore the difference at Fifth Avenue Financial – where MassMutual’s top producers call home. 🏠 Uncover the unique factors that make us a standout choice for financial professionals. #IndustryLeaders #SettingTheStandard #FifthAvenueFinancial
