New York Life Anaheim Irrevocable Life Insurance Trust Workshop (Chinese)

You are cordially invited to attend “Irrevocable Life Insurance Trusts: The Cornerstone of Estate Planning for High-Net-Worth Individuals and Families,”
a free informational seminar specifically designed for affluent individuals and families. This session will explore the benefits and strategic applications of Irrevocable Life Insurance Trusts (ILITs).

Topics covered will include:
➢ How ILITs provide estate liquidity while minimizing estate taxes
➢ Using life insurance to preserve and protect multi-generational family wealth
➢ Advanced ILIT strategies for high-net-worth planning

Know what’s Happening Next — before everyone else does.

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Host or Publisher New York Life, Anaheim General Office