Batter Up: Insurance Solutions in Estate Planning

Gameplan Details:
Date: Wednesday, April 23rd
Time: 10:00 am – 12:00 pm (Lunch will be provided)
Location: Lower Level of the Cornerstone Bank – 2280 45th St. S, Fargo, ND

Coaching Staff:

Steve Walker and E4 Insurance Services are proud to partner with Prudential’s Jason Jafferis for a powerful two hours of content and discussion about integrating insurance into estate planning. Local estate planning attorney Hari Panjini of Panjini Law Office will join Steve and Jason.

A great baseball team has a great offense and defense, but if the players do not execute the coach’s plan, they are not giving themselves their best chance for a win. Estate planning is the same way. Your offense accumulates assets, and your defense protects them—but there needs to be a plan to execute in order for the best chance of a successful transition.

Estate planning is complex, and although insurance is NOT someone’s estate plan, it can be a part of FUNDING the plan.

Join our lineup to discuss how advisors successfully integrate different Insurance Planning Strategies into their client’s estate planning for optimal results.

We will discuss how to identify clients and proactively reach out to them, funding strategies, and questions to ask, as well as review case studies to help your clients strengthen their financial game plan!

REGISTER HERE