In the world of estate planning for families, otherwise “boring” life insurance can be a simple yet powerful estate planning tool. If you have it, why not make better use of it to protect the legacy you leave them? And if you don't have it, but have dependents (and debt), then perhaps it's time to consider getting coverage.
Join me and financial consultant Robert Fortune on February 27 for an educational presentation about the following:
— how life insurance and estate planning work together to ensure immediate liquidity for your loved ones, plus minimize the estate taxes they have to pay on what you leave them
— what types of life insurance you can use in estate planning
— what legal documents/vehicles work best when using life insurance with estate planning
TO REGISTER, COMPLETE AND SUBMIT THE FORM BELOW. You’ll receive an email confirmation upon registration and a reminder the day before the event.