Strategies for Integrating Life Insurance into Estate Plans

Date & Time:
April 30, 2025 | 10am PT / 1pm ET

Life insurance isn’t just for ultra-wealthy families. In this session, we’ll explore how advisors can use it as a practical tool across a wide range of client situations. From creating estate liquidity to building an affordable legacy, you’ll walk away with clear, scalable strategies you can apply right away.

We'll cover:

• Protecting family wealth with life insurance—covering debts, taxes, and future needs
• Meeting estate liquidity needs without forced asset sales
• Flexible trust structures like ILITs, explained with real-world examples
• Affordable legacy planning approaches for mass affluent clients

Can’t make it live? Sign up and we’ll send you the recording.