A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and the death benefit remains income and federal estate tax free, would they be interested? Jason Jafferis, Regional Vice President , with Prudential discusses why using a SLAT strategy provides flexibility for planning, access to cash value, and maintains death benefit outside of the estate.
