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Explore advanced strategies to help your clients manage estate tax liabilities and ensure efficient wealth transfer. We’ll cover: Lincoln’s 4 Ways to Pay Estate Taxes Sales Concept: A comprehensive approach to funding estate taxes that simplifies planning for your clients. Business Valuation Process: Learn how to leverage Lincoln’s Informal Business Valuation service, including step-by-step instructions on submitting valuation requests for your clients. Lincoln WealthPreserve SIUL Case Study: See a real-world example of how the Lincoln Wealth Preserve IUL portfolio provides added flexibility and funding options for wealth transfer planning. Bonus materials will be provided: A sample module on the "4 Ways to Pay Estate Taxes" Submission instructions for Lincoln’s Business Valuation process Illustrations for the SIUL case study