Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
This helpful guide will walk clients step-by-step through the factors they’ll want to consider when purchasing life insurance. It takes into account current expenses, future financial obligations and more to determine an amount that makes sense for their lifestyle.
Published: Jun 26, 2023
