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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


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