Estate Planning Concepts

Designed to Simplify Complex Estate Planning Topics

Your door-opener to the estate planning market
Interactive, easy-to-understand flow charts
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Interactive, Easy-to-Understand Flow Charts

Interactive flowcharts allow you and your clients to play “what-if.” Clients see how their assets get to their heirs after just a few simple inputs:
  • Current Estate
  • Existing Life Insurance
  • Years to Project
  • Growth Rate
  • Estate Transfer Expense Rate
  • Bequests to children, charity, or others
  • Use a By-Pass Trust and/or an ILIT
  • State inheritance tax calculations included for applicable states. Even with the increased federal Basic Applicable Exclusion and portability, this can be a substantial cost to the heirs

Estate Planning Concepts can make your clients feel good about taking actions on recommended solutions

Life insurance is a terrific solution to estate planning problems. It’s a complex subject and Estate Planning Concepts breaks it down to the fundamentals. That’s an essential first step to estate planning. Estate Planning Concepts is great for smaller estates—under $5,000,000—and one of the most effective programs for getting wealthy individuals to take action to preserve their estate
Interactive screens keep clients engaged

Designed for maximum effectiveness on tablets and iPads—the best point-of-sale presentation shown on the best point-of-sale device.

Leave behind a motivating presentation

Leave a motivating, easy-to-understand presentation with your client.

Emphasis on estate planning—not just taxes

Estate Planning Concepts opens the discussion of other planning concerns—bequests, estate equalization, charitable bequests and family business.

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Advisor Controls Essentials

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Includes Marketing and Planning Resources
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  *Includes a digital consumer fact finder

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$149.95/monthly

$149.95 / month with a 2-week free trialStart Free Trial

Includes Marketing, Managing and Planning Resources
*Includes a digital consumer fact finder