Webinar

The role of life insurance in estate planning

Estimated 4m read
Webinar

The role of life insurance in estate planning

Webinar

The role of life insurance in estate planning

Life insurance can play a key role in estate planning for clients of all sizes

Estimated 4m read
Webinar

The role of life insurance in estate planning

Life insurance can play a key role in estate planning for clients of all sizes

Estimated 4m read
Webinar

The role of life insurance in estate planning

Life insurance can play a key role in estate planning for clients of all sizes

Estimated 4m read
Webinar

The role of life insurance in estate planning

Date
Wednesday, May 22, 2024
Time
2pm ET / 11am PT
Duration
1 hour
Featuring
Ryan Mattern
Advanced Sales
Modern Life
Lawrence Gincel
Estate Planning Solution Consultant
Vanilla
Enter details to watch
By Modern Life
May 22, 2024
By Modern Life
May 22, 2024
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Summary
1
Insurance strategies tailored for mass-affluent and high-net-worth clients
2
How to utilize permanent life insurance to effectively mitigate estate taxes
3
Strategies for business succession and equalizing illiquid estates
3

We've partnered with Vanilla, the leading estate planning platform for advisors, to discuss the role of life insurance in estate planning.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
Insurance strategies tailored for mass-affluent and high-net-worth clients
2
How to utilize permanent life insurance to effectively mitigate estate taxes
3
Strategies for business succession and equalizing illiquid estates
4
A simplified life insurance journey for advisors and clients
Our proprietary technology and brokerage experts can transform your practice.

Request a demo

See how we provide advisors with advanced technology, unmatched support and the advice of the country’s top insurance experts.

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for your interest.

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