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SIMPLIFYING SUNSET
Get the info you need to guide clients through the upcoming estate & gift tax provision sunset. Ensure your wealthy clients & business owners are prepared for the future. ✅ How to talk with clients about the urgency of planning now ✅ Advanced planning strategies to avoid excessive estate and income taxes ✅ Tax efficient strategies to create a legacy ✅ Proven ways to win bigger cases with wealthy clients or in the business owner market
Contact your DMI representative to help simplify sunset. Or contact: Josh Rhem, DMI Vice President - Life LET’S CHAT 781.919.2325 LET’S MEET https://calendly.com/jrhem
