How estate-tax changes will affect life insurance sales

01/4/2013 | InvestmentNews (free registration)

Had lawmakers failed to reach a "fiscal cliff" solution, the estate-tax exemption would have reset to a lower threshold and the tax rate would have jumped, giving agents and advisers selling life insurance a new sales strategy. While that didn't happen, life insurance remains a good investment, some say. "Estate planning isn't estate-tax planning," says Jim Swink of Raymond James Insurance Group.

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