Advanced Markets September Webinar: Estate Planning Basics

Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their family, preserve their assets and ensure their wishes are carried out.

During this session, you’ll learn about:

• Essential estate planning documents: understand the importance of wills, financial powers of attorney, living wills and health care directives.

• Strategies for avoiding probate: learn how properly titling accounts and naming beneficiaries can help assets bypass the lengthy, public and potentially costly probate process.

• The role of life insurance in estate planning: explore practical sales ideas you can use to position life insurance as an important part of a client’s estate plan.

Bring your questions for a live Q&A. We look forward to having you!