Let’s face it, estate planning tends to be boring, time-consuming, and complex. And with the current estate tax exclusion, some financial professionals feel estate planning impacts fewer and fewer people. Truth be told, estate planning isn’t just for the wealthy – it impacts every client you have. This presentation and the accompanying materials are designed to provide you with fundamental knowledge of must-know estate planning concepts.
As I am sure many of you will agree, 2020 has proven to be a particularly challenging year. Many of your clients’ lives may have changed drastically as have many laws and regulations. Transamerica’s advanced markets group is dedicated to providing you with the right strategies at the right time — helping your clients make the right decisions. In this presentation, we discuss urgent items and strategies that clients need to complete before the year comes to a close.
What you will learn on this webinar:• urgent conversations to have with your clients before the end of the year• specific sales opportunities these strategies create• an overview of the Transamerica collateral that can help you communicate and discuss these strategies with your clients