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Where is the UHNW Market Trending? The future’s so bright, I’ve gotta wear shades …

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The threat of estate tax repeal, in the background for at least the last 15-years, is now “in our face” and likely represents the new normal. Carriers continue to experience downward pressure on their investment returns, resulting in fewer and more expensive guaranteed products and more face amount limitations. Many clients believe a wait-and-see approach is prudent and there is a good deal of confusion in the community of trust and estate attorneys and CPAs. With all of this uncertainty and confusion, where is the opportunity?


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