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Artist Series Sales Ideas

Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.

Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.


Created: April 2009

SUMMARY: Couples create Credit Shelter Trusts, also referred to as "Bypass Trusts" or "B" Trusts, to shelter personal exemptions from estate taxes at the death of the first spouse. These sheltered assets again bypass estate taxes at the death of the surviving spouse and pass on to successor generations.
After creating a credit shelter trust, there is a significant wealth transfer opportunity to consider...

To view the complete version of the THE LEVERAGED CREDIT SHELTER TRUST Artist Series Sales Idea login to the LPI Advisors Only area now.

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