Lessons from the Field: Framing the Legacy Planning Conversation

Lessons from the Field: Framing the Legacy Planning Conversation

Join Chris Veal and Jessica DiLella from Sagicor as they build on their Lessons from the Field discussions. This next 30 minute virtual meeting will focus on how to frame the Legacy Planning Conversation. During this virtual meeting we’ll address:

-Why Legacy Planning can be impactful for every client

-Key phrases that can help to approach the topic

-Important questions to help uncover concerns

-Sagicor’s WealthCare Single Premium IUL as a solution for Legacy Planning

-How Sagicor’s Accelewriting program can simplify the Legacy Planning process

We look forward to having you on the call.

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