Life insurance is a more integral part of the estate planning process than you may think. And it's critically important to get insurance planning right. Check out our latest video with Jacob Hartz, Managing Director, and Lizzy Morrissey, Marketing & Business Development Manager, as they discuss estate planning and life insurance!
In this video, we explore how life insurance intertwines with estate planning, serving as a crucial tool to mitigate risk, secure a lasting legacy for families, and offset future estate taxes. We also discuss how life insurance can help manage both liquid and illiquid estates and adapt to changes in the code. Lastly, learn how to best work in tandem with a professional life insurance advisor to create an effective team that meets your clients' unique needs.