Get our exclusive white paper on legacy planning. Help grow your business.
Think outside the box of traditional investment and tax planning strategies. Learn how an innovative, intergenerational legacy-planning concept using life insurance can potentially multiply the value of an inheritance or charitable gift. Give clients more value than they expect, and help grow your client base.
Find out how a $200,000 gift became a
$1.1 million legacy.
Hear life insurance professional Gerald Grant describe how he helped a client use life insurance to give a charitable gift worth five times as much as the client had in the bank.
For financial professional use only.
Life insurance contains exclusions, limitations and terms for keeping it in force. A financial professional can provide costs and complete details. The named individual offers securities through AXA Advisors, LLC (member SIPC) and is an agent of AXA Network, LLC and its insurance agency subsidiaries, offering the annuity and life insurance products of AXA Equitable Life Insurance Company (NY, NY) and those of other carriers. AXA Advisors, AXA Network and AXA Equitable are affiliated companies and do not provide legal or tax advice.