Rx WEALTH

Healthcare Pros: CODE Replay — Beat Estate Tax, Align Life Insurance & Nail Your Buy-Sell Plan

Marysol Uribe Episode 39

Send us a text

🎯 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