Your client deserves a legacy that makes an impact for generations to come — right here is the place to start.
Step 1: Attract Clients
By utilizing our marketing materials for legacy planning, you can attract the attention of your clients and communicate the value of partnering with your team. In order to maximize the impact of your marketing, each of the following resources can be branded with your firm's logo and contact information.
Step 2: Fact Finder
Are you ready to connect with our team of advanced planning experts? By completing our Legacy Planning fact finder, our team will help you find the right strategy for your client's situation.
If you are interested in learning more about a specific planning strategy within this area, you can access our extensive library of educational materials.
The use of life insurance and other financial products to minimize the impact of taxation as wealth moves from one generation to the nextGRATs and GRUTs
Irrevocable Life Insurance Trust
Qualifed Personal Residence Trust
Sale of Assets to Intentionally Defective Grantor Trust
Spousal Lifetime Access Trust
Using Family Limited Partnerships
Wealth Strategies: Intentionally Defective Grantor Trust
The ability to provide life insurance for non-US residentsForeign National Carrier Summary
Foreign National Questionnaire
The use of financial risk products to help client achieve dreams and goals for their familiesPrivate Split Dollar Arrangement