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Please join us for our next TRIIPSS Webinar
Beneficiary blow-ups: Focus on insurance
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Most beneficiary designations are made with good intentions — to make an estate as simple as possible in an effort to by-pass probate; or with a desire to provide equal distributions to one’s children. However, a simple oversight could create unintended legal, financial and personal consequences.
This session covers estate planning issues with a focus on insurance. Using case studies, attendees will learn how to avoid the common pitfalls when it comes to probate, naming beneficiaries and setting up trusts. Attendees will also learn strategies to help structure the conversation with clients through the planning and review process.
Date: October 28, 2021
Time: 2:30 p.m. to 3:45 p.m. ET
CE credits: Pending
Replay: Access to replay will be provided after the webinar
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Peter Wouters
Director, Tax & Estate Planning Services,
Empire Life
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This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >
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FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.
