Estate planning isn’t only for the rich. Anyone with assets to pass on to heirs should consider putting a plan in place to protect them. Without one, the impact to loved ones could potentially last generations.
On Tuesday August 29th at 2:30 PM ET, preview GamePlan Financial Marketing LLC’s, newest Client Seminar, “Pass it On! Estate Planning Basics.”
Learn how to introduce clients to basic estate planning concepts and how life insurance can be a beneficial part of that plan to help preserve assets for the ones they love.
This seminar addresses:
- Why plan now?
- Federal Estate Tax & Exemption
- Gifting techniques
- Estate planning trusts
- Wills, Durable Powers of Attorney and other estate planning tools
Plus, find out how you can get a copy of this presentation for your next seminar or client meeting to help open the door to your next potential life insurance sale!
GamePlan Financial Marketing, LLC and their representatives do not provide tax or legal advice. Encourage your clients to seek guidance from their tax or legal professional regarding their specific situation.
Producers should ensure they follow the applicable state regulations and approval requirements of the carriers they represent and their Broker/Dealer and/or Registered Investment Adviser, if applicable.
G17901-B (08/17) This webinar is available to insurance-licensed financial professionals only.