Are you a Financial Advisor that has wondered about being more involved in your insurance clients’ Estate Planning decisions? (living wills, trusts, powers of attorney, etc.) Then you should give some serious thought to helping your insurance clients with this. But you may have some questions like: Is it even legal for me to help my insurance clients with estate planning? How can adding estate planning to my insurance practice benefit my clients? Can helping my insurance clients with estate planning help me earn more money? What important detail that can increase your production by adding in estate planning do …

What Financial Advisers Should Know About Estate Planning! Read more »