Lifespan & Legacy: The Role of Life Insurance in Estate Planning
Understanding how life insurance and estate planning fit together for successful client outcomes
Speakers
Jordan Skog
Advanced Markets Director, Allianz Life
Larry Gincel, JD, LLM
Solutions Engineer, Vanilla
Michael Schwoerer
Head of Partnerships, Vanilla
Register
Speakers
Jordan Skog
Advanced Markets Director, Allianz Life
Larry Gincel, JD, LLM
Solutions Engineer, Vanilla
Michael Schwoerer
Head of Partnerships, Vanilla
Life insurance is a critical aspect of any client’s estate plan, no matter their age or wealth-level. But how exactly does life insurance fit into a client’s broader estate and financial picture, and how can advisor support this aspect of planning?
Join Vanilla and Allianz for a webinar exploring the intersection of estate planning and life insurance, where we’ll cover what advisors need to know about life insurance planning.
Topics will include:
- How life insurance fits into the estate plan, including liquidity, tax efficiency, wealth transfer
- Term vs. permanent insurance, and which makes sense for clients
- Common mistakes when life insurance is left out of the estate conversation
- Examples of life insurance as a tool for covering estate taxes, equalizing inheritance, and protecting business interests