Appel Insurance Advisors, LLC

IMPORTANT: Don’t skip this article — it could save you or your clients millions! Our goal is to ensure that colleagues and clients understand the importance of state estate taxes and how they can influence estate planning and the outcomes clients strive to achieve. If your estate-planning goals include benefiting children, preserving property or a business, supporting charitable causes, or laying the groundwork for future generations, this is a must-read.

Life insurance can shield your estate State estate tax bills can threaten the inheritance of a home, family business or other assets.

At the conclusion of last week’s Life Insurance Executive Forum meeting, one member shared with the forum leader that the financial professional panel was the highlight of the event for him — wonderful feedback to hear! thanks again for the invite Eric Sondergeld, ASA, CFA & Greenwald Research.

John Hancock’s Vitality program is a wellness-based life insurance initiative that rewards policyholders for living healthy lifestyles. Message me for details.