Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling

Life Matters – A Penn Mutual Podcast

Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka. Together, they explore estate planning strategies amid the upcoming tax law changes with the sunset of the Tax Cuts and Jobs Act, and so much more!

Key Takeaways for Financial Professionals:

1. Strategize for Liquidity and Business Succession:

• Gain insights into the need for liquidity and income replacement in estate planning.

2. Legal Implications of Recent Decisions:

• Understand the impact of Connelly v. Internal Revenue Service decision by the Supreme Court on life insurance planning.

3. Insights on the Tax Cuts and Jobs Act:

• Hear discussions on how the Tax Cuts and Jobs Act impacts estate planning and strategies for navigating its sunset in 2026.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill? Drop him an email at: [e-mail]

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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