The Power of Substitution - #013
Description
What is the power of substitution? Join Stephanie Alper-Lisias and Robert Stuchner as they discuss how advisors can take advantage of tax exclusion. On today’s show, we talk with Robert about What is the “cliff tax”, why are you suggesting substitution and will it affect the “cliff tax” , what are the promissory note and how does it work? Learn more about the power of substitution for your clients and how Synergy Life Brokerage can help you at www.SBKG.com.
Show Notes:
00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
00:31 How Synergy take advantage of today’s tax exclusion
03:46 What is the “cliff tax”?
04:41 Why choose substitution and how will it affect the “cliff tax”?
08:03 What are the promissory note and how does it work?
09:24 Why aren’t more advisors using “substitution” as a solution?
09:52 How can advise your partner with you
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