Life Insurance as an Estate Planning Tool

Jain provides a basic understanding of estate planning tools like wills, trusts, durable power of attorney, letters of guardianship and more. You will learn to engage prospects and clients in meaningful conversations about estate planning, show them how it affects personal wealth and highlight the need for wealth transfer planning, all of which will allow you to transform from a product distributor to a wealth advisor. With the right insurance strategies, you will be aware of the financial and non-financial benefits of incorporating estate planning advice.