Boston - Cutting-edge concept illustration software is at the heart of a new program at the Advanced Markets unit of John Hancock Life Insurance Co. to enable producers to create a presentation of a Charitable Lead Trust (CLT) specifically tailored to their client's situation.
Designed to help high net worth clients support a favorite charity (or charities) while reducing the value of their taxable estate and transferring an asset to their heirs at a gift tax discount, CLTs assets can be leveraged when life insurance is used to significantly increase the total amount transferred to heirs with minimal reduction in benefit to the charity.
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