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Your client receives 90% of their stock portfolio
up front and in cash
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You invest this money in either an
annuity, life policy...or both
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If the portfolio decreases in value,
your clients' investment remains intact
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If the portfolio increases in value,
your clients receive the upside appreciation
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Reduces capital gains and estate taxes
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Combine with other tax planning strategies
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Emerging Money Corporation (EMC2) - Trusts & Estates
EPIC (Estate Planning & Investment Counsel)
Award Winner
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