It’s the word “estate” that probably makes it seem like something reserved for the wealthy. However, an estate plan can protect every family regardless of income and assets. That’s where you can help.
How estate plans work
An estate plan ensures a seamless distribution of assets in the event of your client’s incapacitation or death. It’s an opportunity to provide needed protection for loved ones by minimizing stress and confusion, reducing or avoiding taxes and much more.
You can download our brochure and presentation to use when talking to clients about estate planning.
Building an effective estate plan strategy
Here are some of the essential components available to help protect your clients’ legacy and their loved ones.
Ready to take a deeper dive into developing estate plans for your clients?
We have a number of topic-specific resources to help you get started and review strategies with your clients.
Other related topics
Legacy planning to protect what clients pass on
Charitable giving that extends clients' legacies
Strategies to transfer wealth efficiently through life insurance
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.