Estate Planning is a revolving door that evolves as the legislation changes. Not only is it beneficial for independent insurance agents to have access to attorneys and estate planning specialists, it is important to have connections to tax planners. With Brokers Alliance®, estate planning is made simple with access to experts and top life insurance carriers to assist with evaluating the estate planning needs of your client.
Client presentations are a key component when dealing with advanced concepts like Estate Tax Planning. There are several ways to fund an estate plan and they can be complicated in nature. Brokers Alliance® will provide you with the life insurance training, tools and presentation materials to ensure your clients are fully educated on the estate tax planning concept that’s right for them.