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Leveraged G2 Planning

This 14-minute webinar explains how one client saved $14.4MM in estate taxes, as well as announces our formal partnership collaboration between Lionsmark Capital and The Rushmore Private Client Group. 

Unlike the old Generational Split Dollar designs that used MEC policies wherein the policy was intended to be lapsed early, our Leveraged G2 Plan uses a max-funded non-MEC policy placed on
Generation Two that is intended to stay in force long-term for the benefit of Generation Three.

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