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We invite you to watch our recording on an informative session focusing on estate planning, presented by Jackson National. This webinar will provide a comprehensive overview of tax planning techniques and strategies that can help identify and plug holes in clients’ leaky financial buckets.

 

During this recording, experts from Jackson National explain the current tax landscape, where we’ve been and where we may be going. Taxes on individuals, Estate and Trust taxes and Tax-Free transfers with examples from hypothetical situations.

 

Watch Here to enhance your understanding of tax planning and provide more comprehensive advice to your clients.

 

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