May 23, 2024
Estate Planning Tasks That Your Clients Can’t Afford to Miss
Help your clients take these necessary steps to protect their families and secure their legacy.
Many may think that estate planning is only for the wealthiest of individuals and has no relevance for those that fall outside of this select class. In reality, a well-developed estate plan provides protection from uncertainties and financial hardships that can arise following incapacity or death for all families, regardless of their net worth.
Have you spoken to your clients about their estate plan? Have they taken the necessary steps to protect their family and secure a legacy to passed to their heirs in accordance with their wishes?
Get the conversation started now with your clients! Check out the consumer videos below that can help educate you and your clients about some of the most important estate planning documents and how life insurance can complement an overall estate plan. The National Life Advanced Sales Team has also created customizable email templates for you to send these videos to clients and prospects.
New Videos Available
Lessons for Life (and Death): Estate Planning 101
Lessons For Life (and Death): Wills
Lessons for Life and Death: Planning For Incapacity
Lessons For Life (And Death): Revocable Trusts
Why Everyone Needs an Estate Plan
1. Open Outlook
2. Add ‘attach file’ to quick lookup bar
3. Select attach file
4. Select the email template HTML in your folder and click the down arrow to select ‘insert as text’
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
