Advancing the Uses of Life Insurance: Five Strategies to Use in Today’s Legislative Environment

Join moderator Anthony J. Mento and guest speaker Kurt Kauffman for an advanced, strategy-focused discussion on leveraging life insurance solutions in today’s evolving legislative and tax landscape.

Kurt shared actionable insights and real-world case applications that highlighted how life insurance can function as a powerful, multidimensional planning tool.

This session explored high-impact techniques designed to help advisors strengthen estate, business, and wealth-transfer planning and deliver smarter, more resilient outcomes for their clients.

1. SLAT Planning – Utilizing Spousal Lifetime Access Trusts for flexible wealth transfer and liquidity options.
2. QTIP Trust Planning – Enhancing spousal protection and control within estate frameworks.
3. Trust Basis Reviews – Identifying opportunities to improve cost basis efficiency and long-term tax positioning.
4. Concentrated Stock Planning – Integrating life insurance into diversification and liquidity strategies.
5. Survivorship Standby Trust Planning – Coordinating survivorship policies with standby trust structures for legacy and estate efficiency.

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