Estate Planning Concepts
Designed to Simplify Complex Estate Planning Topics
Your door-opener to the estate planning market
Interactive, easy-to-understand flow charts
Risk Free 14-Day Trial
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 estateInteractive 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.
Advisor Controls Essentials
Bundle$99.95/monthly
Includes Marketing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals Fact Finder*
- Disability Insurance Lead Gen
*Includes a digital consumer fact finder
Advisor Controls Elite
Bundle$149.95/monthly
Includes Marketing, Managing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals Fact Finder*
- Disability Insurance Lead Gen
- Social Security Pro
- Social Security Lead Gen
- Qualified Plan Concepts
- Estate Planning Concepts
- Business Succession Concepts
- Cash Flow Decisions*
*Includes a digital consumer fact finder