Multigenerational Tax Deferral

This webinar explores strategies for multi-generational tax deferral.

Key Takeaways

  • SLATs are a valuable estate planning tool for high-net-worth clients

  • Pass-in-kind and an annuity can take tax concerns out of the equation

  • Remember: Titling is critical

Founded in 2013, Delaware Life Insurance Company is a member of Group 1001, a collective that empowers companies to create positive growth. Everything we do is designed to help individuals and communities thrive.

Our insurance and annuities make financial products easy to understand and accessible to all. Our online investing platform gives individuals control over their savings and their futures. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports.

Because we all have the power to grow better.
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Contact Us

10555 Group 1001 Way
Zionsville, IN 46077

[email protected]1.800.374.3714

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Check the background of your financial professional or Clarendon Insurance Agency, Inc. on FINRA's BrokerCheck.

Variable annuities are sold by prospectus. Investors should carefully consider a variable annuity's risks, charges, limitations and investment goals of underlying investment options prior to making any investment decisions. This and other information is available in the product prospectus, as well as the underlying investment option prospectuses.

Guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company and are subject to product terms, exclusions, and limitations.

Annuities are long-term investments vehicles designed for retirement purposes. Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your financial professional can provide you with complete details.

Annuity products issued by Delaware Life Insurance Company (Zionsville, IN), which is authorized to transact business in all states (except New York), the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Variable contracts are distributed through Clarendon Insurance Agency, Inc. (Waltham, MA), member FINRA. Both companies are members of Group One Thousand One, Insurance Holdings LLC (Group1001). Each company is responsible for its own financial condition and contractual obligations. Product availability and features may vary by state.

This communication is for informational purposes only. It is not intended to provide, and should not be interpreted as individualized investment, legal, or tax advice. To obtain such advice, please consult with your investment, legal, or tax professional.

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