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
Chief Marketing Officer, Vanilla
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Speakers
Ryan Mattern
Insurance Solution Consultant, Modern Life
Lawrence Gincel
Estate Planning Solution Consultant, Vanilla
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.
Watch on-demand to 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.