All I Really Need To Know I Learned In Kindergarten

In 1989 author Robert Fulghum wrote his book which was described as, “Essays on life that will resonate deeply as readers discover how universal insights can be found in ordinary events.”  Since then, it has sold over seven million copies and is still worth a gander.

On another matter, the door to the biggest planning opportunity for your high-net-worth clients is closing and will slam shut on January 1, 2026.

But the good news is that all you really need to know to get them started on taking advantage of the current high estate and gift tax lifetime exemptions isn’t from your early school years but is easily and clearly available in one place: the CPS marketing piece, Death & Taxes; A Modest Primer.

Click HERE to download Death & Taxes – A Modest Primer

The Primer is usable and distributable in its current form; however, a customizable version is available upon request for agent use to promote to a particular agency or advisor firm.

Look it over and contact Tom Virkler, JD, CPS Director of Advanced Markets, at 706-614-3796 or tom@cpsadvancedmarkets.com with planning questions or assistance in its use.