After you've presented the idea of using "discounted dollars" to pay the estate tax liability, it's time to move to the recommended life insurance solution for those who qualify. The point here is to emphasize the economic value of creating estate liquidity with the "discounted dollars" of life insurance proceeds that are payable exactly when they are needed most.

There are a number of other reports that complete the Estate Analysis Report. These detailed reports provide more information on various assets and on estate distribution. These reports generally will not be used in the sales presentation, but may be left with the prospect or given to other professional advisers for their analysis.

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