- With the estate tax calculation in hand, write down on a sheet of paper the following questions and your response to each. Then, meet with your General Agent/Trainer to discuss them.
- What strategies do you recommend to reduce the value of the after-tax estate?
- Related to the first question, what impact do the strategies recommended have on the value of the estate assets which are ultimately available to the family?
- What do you recommend in the way of creating trusts, and for what purposes are the trusts intended?
- Does charitable giving fit into the Stevens' estate plan? If "yes," how and why? Or, "no," why?
- What life insurance recommendations are appropriate here?
What recommendations are appropriate with respect to the existing life insurance policies on John and Mary?
What recommendations are appropriate with respect to the need for new life insurance?
Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.
