Join Stephanie Alper-Lisi and Robert Stuchiner as they take a deep dive into SLATS and what they are. On today’s show, we talk with Robert about what SLATS stand for, does one need to buy life insurance to put into a SLAT plan, do you need a special access lifetime trust with SLATS, who becomes the beneficiary and how brokers can contact Synergy in order to better understand SLATS. Learn more about how to connect with Synergy Life Brokerage, and how you can discuss this with your clients today at www.SBKG.com.

Show Notes:

00:00 Who is Synergy Life Brokerage

00:55 What is a SLAT and what does it stand for

02:28 Does one need to buy life insurance to put into a SLAT plan?

03:18 Do you need a special access lifetime trust? Who is the beneficiary in that situation?

04:37 How can Synergy help brokers work with SLAT concepts?

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