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

Annuity products issued by Delaware Life Insurance Company (Waltham, MA), and Variable products are offered through Clarendon Life Insurance Company, which is authorized to transact business in all states (except New York), the District of Columbia, Puerto Rico, and the U. S. Virgin Islands. Delaware Life Insurance Company and LPL Financial are unaffiliated. Each company is responsible for its own financial condition and contractual obligations. Product availability and features may vary by state. Guarantees are dependent on the financial strength and claims paying ability of the issuing insurance company.

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 the appropriate investment, legal, or tax professional.

For financial professional use only. Not to be used with the general public.

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2023100004 EXP 10/31/24