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Created Exclusively for Financial Professionals. Not for Use with Consumers.
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). Variable universal life policies are offered through Pruco Securities, LLC. All are Prudential Financial companies located in Newark, NJ. This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.
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Closing the Year Strong
Managing Risks
Protection in Uncertain Times
Life Insurance Awareness Month
Closing the Year Strong - coming soon
Protection in Uncertain Times - coming soon
Special Needs Planning
Foreign Nationals
Split Dollar
Estate Equalization
Estate Planning Opportunities
Planning for the Sunset
Retirement Income Tax Planning
Annual Reviews
You can grow and strengthen your practice by diversifying clients’ strategies using life insurance.
Estate planning opportunities - coming soon
Planning for the sunset - coming soon
Retirement income tax planning - coming soon
Annual reviews - coming soon
Special needs planning - coming soon
Foreign nationals - coming soon
Split dollar - coming soon
Estate equalization - coming soon
Managing Risks - coming soon
Life Insurance Awareness Month - coming soon
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Understand the needs and challenges of Black Americans. Find tools to help them build a more secure financial future.
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Coming in February: Retirement Income Tax Planning
Thursday, January 11, 2:00 p.m. ET
Join us and David Burns, VP and Head of Federal Government Affairs in Prudential’s Washington, D.C. office, as he talks about the political landscape and gives a Washington update.
Well-presented information to discourage clients from reacting to market ups and downs.
For Clients
Find out how the mirrored loan strategy may help in today’s environment.
Bring this idea to life:
Create strong plans that can withstand a changing economic and political landscape. Start with annual reviews. Review clients’ beneficiaries and review their policies for outstanding loans that could put them at risk.
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2023 Trimester Resource
Blueprints to Black Wealth
On Demand:Webinars | 10-Minute Mondays
Life Insurance Awareness
Managing risks - coming soon
Protection in uncertain Times - coming soon
Life Insurance Awareness - coming soon
Cutting through the noise
Trimester 3
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Trimester 2
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Don’t let clients run out of time
January 1, 2026
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SECONDS
MINUTES
HOURS
DAYS
MONTHS
sunset is fast approaching:
The Tax Cuts and Jobs Act
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Coming in March: Planning for the Sunset
Thursday, February 15, 2 p.m. ET
Life Insurance in Retirement Planning (LIRP) has strong tax benefits and can give affluent clients options. Try a LIRP strategy.
This will help:
Talk to your high-income earners about strategies that can reduce their federal income tax bill now and in their retirement years.The lower income tax rates that the Tax Cuts and Jobs Act (TCJA) gave are due to revert back on January 1, 2026. There’s no time to waste!
Feb. 20, 2 p.m. ET | Tax Season Planning Idea Supplemental Income
Tax Season Planning Idea Supplemental Income
Join us as we explore the topic of retirement planning for a typical high-net-worth client. We’ll use Jeff, an affluent 40-year-old, as a case study to explore what he is doing to ensure he and his family are prepared when they reach retirement.
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Coming in April: Estate Planning Opportunities
Thursday, March 7, 2 p.m. ET
Join the discussion about why estate planning is important for all clients, even if there’s no estate tax problem today. We’ll look at the current state of gift and tax planning, the exemptions today, and what they’ll revert to in just 22 months.
Mar. 18, 2 p.m. ET | Estate Planning in the Upcoming Sunset
Estate Planning in the Upcoming Sunset
See how High-Net-Worth Clients can benefit from this strategy.
Let clients know they have less than 22 months to leverage the all-time-high federal estate and gift tax exemptions increased under the Tax Cuts and Jobs Act (TCJA). Help them create tax-efficient estate plans using what the TCJA offers before it’s too late. Start with Leveraged Gifting.
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Coming in May: Estate Equalization
Thursday, April 11, 2 p.m. ET
Lawmakers have been giving us indications as to what may lie ahead in future legislation around certain wealth transfer strategies. Join Brett Berg as he reveals what can be learned from past proposals and which estate planning strategies could be curtailed or even eliminated.
Apr. 15, 2 p.m. ET | Part 2
Proposed legislation can provide insight into what could happen in Washington regarding estate planning strategies and what could be lost to clients in the future.What’s available today is not guaranteed to be around forever!
Understand what strategies may be at risk with our new flyer.
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Coming in June: Split Dollar
Thursday, May 9, 2 p.m. ET
Join us for a session to learn about the value life insurance can offer clients with complex wealth transfer needs. The presentation reviews the problems presented by these types of assets, how life insurance solves these challenges, and two hypothetical case study examples.
Help clients prepare for estate planning challenges they may face: How to equalize their estate among their heirs when there are assets like a favorite piece of real estate or a business where not all of the family members are involved.
May 20, 2 p.m. ET | Planning for Illiquid Assets
Planning for Illiquid Assets
New Estate Equalization - Divide Your Assets, Not Your Family.
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Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). Variable products are offered through Pruco Securities, LLC (member SIPC). All are Prudential Financial companies located in Newark, NJ. This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.
Grow your knowledge base around these popular topics throughout the year.
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David Burns talks about the political landscape.
What to expect this year
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