Policy & Purpose is the life insurance podcast that brings clarity to coverage and heart to financial planning. Each episode is researched and written by licensed experts from AssureAnchor, then produced with the assistance of AI narration for clear, consistent, and accessible delivery. Whether you're securing your family's future, planning your legacy, or just trying to understand your options—this podcast is for you. We combine real-life stories, expert advice, and practical breakdowns to help you make confident, informed decisions that protect what matters most. #FinancialWellness
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Policy & Purpose is the life insurance podcast that brings clarity to coverage and heart to financial planning. Each episode is researched and written by licensed experts from AssureAnchor, then produced with the assistance of AI narration for clear, consistent, and accessible delivery. Whether you're securing your family's future, planning your legacy, or just trying to understand your options—this podcast is for you. We combine real-life stories, expert advice, and practical breakdowns to help you make confident, informed decisions that protect what matters most. #FinancialWellness
The clock is ticking! On January 1, 2026, the federal estate and gift tax exemption is scheduled to be cut by nearly half, exposing millions more to a potential 40% tax on their wealth. For families with a growing estate, this is a financial emergency. In this essential episode, we break down the 2026 'Sunset Provision' and reveal why life insurance is your most powerful tool to protect your family's legacy. You'll learn: The critical difference between owning a policy personally vs. having it in a Trust. How an Irrevocable Life Insurance Trust (ILIT) provides tax-free cash to pay estate taxes, avoiding the forced sale of your most cherished assets (like the family business or real estate).The "use it or lose it" opportunity with lifetime gifting before the deadline. Stop worrying about the Wealth Cliff and start planning for your family's financial security. Listen now to secure your financial future before it's too late! Hashtags #2026TaxChange #TaxSunset #EstatePlanning2026 #WealthCliff #TaxDeadlineSpecific Tools#ILIT #IrrevocableTrust #EstateTax #GiftTax #WealthTransfer Broad & Popular #LifeInsurance #EstatePlanning #FinancialPlanning #FinancialFreedom #LegacyPlanning Action & Audience #ProtectYourFamily #FinancialTips #HighNetWorth #GenerationalWealth
Policy and Purpose
Policy & Purpose is the life insurance podcast that brings clarity to coverage and heart to financial planning. Each episode is researched and written by licensed experts from AssureAnchor, then produced with the assistance of AI narration for clear, consistent, and accessible delivery. Whether you're securing your family's future, planning your legacy, or just trying to understand your options—this podcast is for you. We combine real-life stories, expert advice, and practical breakdowns to help you make confident, informed decisions that protect what matters most. #FinancialWellness
