generate more sales with comprehensive solutions for Trust Planning.
generate more sales with comprehensive solutions for Trust Planning.
August 20th, 2021
New West Short
Benefits of Trust Planning
With rumors of estate and gift tax changes looming, now is the time to generate more sales with comprehensive solutions for Trust Planning. Trusts are used not only for the reduction of taxes, they remain essential planning tools for individuals and couples looking to efficiently transfer assets. Talk to your clients about the many reasons why they may want to move assets into a properly designed trust.
Contact me for more information on Trust Planning. 
Melissa Church
Director of Marketing
208-622-5211 x 2
melissa@newwestinsurance.com
                                                                                 
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