A strong estate plan will often include powers of attorney, wills, trusts, and insurance or insurance products. As an advisor you may know about insurance planning, but how knowledgeable are you when it comes to powers of attorney, wills and trusts? If you are knowledgeable in these areas, are you speaking with your clients about the importance of having an estate plan?
This webinar will focus on key components of an estate plan and cover topics including:
- Why clients should have Powers of Attorney, a Will and the consequences of not engaging in both types of planning
- Understanding the differences between Wills and Powers of Attorney and when each document is required
- Understanding Testamentary and Inter Vivos Trusts and how life insurance and insurance products may be used as effective alternatives
- Why discussing estate planning with your clients is good for business and best practices for having “the estate planning talk”
Advisors will receive information that will educate and position them to be a valuable resource to their clients when it comes to estate planning.
Join the webinar:
Tuesday, November 22, 2022 at 2:00 p.m. to 3:15 p.m. ET
This webinar is also available in French on Wednesday November 23, 2022, at 10:00 am
CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
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