EPISODE · Oct 30, 2025 · 8 MIN
Healthcare Pros: CODE Replay — Beat Estate Tax, Align Life Insurance & Nail Your Buy-Sell Plan
from The Marysol Uribe Podcast · host Marysol Uribe
Send us Fan Mail🎯 Book your 1:1 CODE Review (15 minutes) now: 👉 Grab your slot here: uribeinsurance.com ⏰ Limited spots — calendar closes Friday.If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows you exactly how to protect your legacy and simplify wealth transfer—without the guesswork.What You’ll Learn:Estate tax basics made simple: thresholds, common pitfalls, and how to avoid costly mistakes.How to align life insurance with your estate plan (including when ILITs make sense) so dollars land where you want, when you want.For practice owners: how buy-sell agreements and proper funding tie into clean exits and family protection—no more “paper-promise” buyouts.A step-by-step checklist to go from “underinsured” to “dialed in” fast.Who This Is For: MDs, DOs, RNs, PAs, NPs, and practice owners who want clarity on estate tax, buy-sell design, and life-insurance funding—without sales fluff.Disclaimer: Educational purposes only. Not legal, tax, or financial advice. Coordinate with your attorney and CPA before implementing.💡 One ask: If this helped, like, subscribe, and share with a colleague who needs a cleaner plan. Then book your review above so we can turn ideas into action.Support the show
Embed this episode
What this episode covers
Send us Fan Mail 🎯 Book your 1:1 CODE Review (15 minutes) now: 👉 Grab your slot here: uribeinsurance.com ⏰ Limited spots — calendar closes Friday. If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows you exactly how to protect your legacy and simplify wealth transfer—without the guesswork. What You’ll Learn: Estate tax basics made simple: thresholds, common pitfalls, and how to avoid costly mistakes.How to align life insurance with your estate plan (including when IL...
Ready to play
Healthcare Pros: CODE Replay — Beat Estate Tax, Align Life Insurance & Nail Your Buy-Sell Plan
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.