January 31, 2023

Strategies to Facilitate Intergenerational Wealth Transfers #4 – Transcript


Strategies to Facilitate Intergenerational Wealth Transfers

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Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.

Grant Hackett LinkedIn
Felipe Araujo LinkedIn
Generation Life Website

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