There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.
In a world where consumers are increasingly seeking financial advice tailored to their specific needs, it’s more important than ever for insurance producers to offer their clients custom-fit solutions. When it comes to wealth transfer planning, private financing can be just such a solution.