iPipeline CIS / Needs Analysis

Estate Liquidity

Estate liquidity is one of the least understood topics in today's financial world.

  • Most clients don't understand the potential for growth of their assets.
  • Most clients don't understand that, with just home ownership and a large group policy, they have created a potential estate tax situation.
  • Improperly titled individual life insurance contracts can bump your client into higher estate tax bracket.

The Estate Liquidity module helps to determine the estate taxation that may be due upon the second death. Review with your clients the potential need for estate liquidity based on estimated growth of their current assets. This module will clearly demonstrate to your clients the need for estate liquidity, and illustrate the use of a unified credit trust and/or a life insurance trust.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.

Estate Liquidity