In this episode, Scott Whitehead and Bob Finnegan, Sr Vice President of Advanced Planning at Highland Capital Brokerage, discuss the proposed tax law changes, planning strategies, and opportunities to sell more life insurance.

Along with the proposed tax changes we discuss 7 simple principals of estate planning, trust planning, case studies, and client scenarios. The goal is to give you usable planning strategies for today and to provide you with the talking points to close more insurance sales.