Estate Tax Liquidity
Planning that gives heirs the funds they need to pay estate taxes without having to liquidate valuable assets.
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Where our experience becomes your valuable resource.
Solution Snapshot
The Right Product
Leverage company-paid life insurance to fund estate taxes for three business owners while identifying the product with the greatest potential ROI when considering premiums paid versus death benefit that will be received.
Advisor Guide
Insurance Discussion Prompts: Long-Term Planning
Insurance discussion prompts to begin a meaningful client conversation about long-term planning.
Advisor Guide
Insurance Discussion Prompts: Estate Tax Liquidity
Insurance discussion prompts to begin a meaningful client conversation about estate tax liquidity.
Candidates
Solutions are not one size fits all. For every planning technique, there are determining factors that illustrate whether the technique will fit the planning for an individual or family. Outlined below are ideal candidates who might benefit from exploring Estate Tax Liquidity solutions.
Wealth and Legacy Insights from our Team
Faqs
Frequently Asked Questions
Find answers to your questions about Heirmark's life insurance solutions, underwriting process, and advisory services.
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Yes, the beneficiaries of a life insurance policy receive the death benefit as soon as a claim is processed. These funds can be earmarked to pay any estate taxes that are due. Any excess death benefit can be used at the beneficiary’s discretion.