05/22/2024
11:00 am PST
1 hour

The Role of Life Insurance in Estate Planning

Gain a deeper understanding of the role that permanent life insurance can play in estate planning for mass affluent and HNW clients.

Speakers

Ryan Mattern

Insurance Solution Consultant, Modern Life

Lawrence Gincel

Estate Planning Solution Consultant, Vanilla

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

Register

Speakers

Ryan Mattern

Insurance Solution Consultant, Modern Life

Lawrence Gincel

Estate Planning Solution Consultant, Vanilla

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

Explore how permanent life insurance can support a holistic estate plan

Insurance and estate planning go together like peanut butter and jelly. Both planning instruments require a complete view of your client’s total financial picture. And, when used together, they can help clients achieve peace of mind while also helping them preserve generational wealth. 

Attendees will learn: 

  • Insurance use cases for mass affluent and high-net-worth clients
  • How life insurance can help mitigate estate taxes. 
  • Best practices to build and present a complete view of the estate to clients to explain different insurance strategies.

Attendees who would like to receive a 1-hour CE credit should include their CFP ID in the registration form.