Estate Planning Concepts
Designed to simplify complex estate planning concepts
You don't have to be an estate planning expert — let the software be the expert.Start a Free Trial View a Short Demo
Give your clients confidence in their estate planLife insurance is a great solution to estate planning problems. But it’s a complex subject to explain. Estate Planning Concepts breaks it down to the fundamentals — so your clients truly understand their options, and feel confident taking action on a proposed solution.
Interactive screens keep clients engaged
Interactive flowcharts allow your clients to play "what-if" — and see results in real time.
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.
Minimal inputs for powerful resultsYour 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.