Join us if you’ve ever wondered:

- What is an ILIT, and why would you use one?
- How does an ILIT compare to other estate planning tools like SLATs, GRATs, IDGTs, CRTs, and CLTs?
- At what age or asset level does an ILIT make the most sense?
- What are the most common mistakes people make when using an ILIT?

This presentation was created for educational and informational purposes only and is not intended as tax, legal or investment advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither LPL Financial nor any of its representatives may give legal or tax advice. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC 
 
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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.