BREW: How To Add Value To An Estate Plan With Insurance

15nov12:00 pm12:15 pmBREW: How To Add Value To An Estate Plan With InsuranceSteve Walker, CLTC, LUTCF, VP of Institutional Accounts

Event Details

Join BREW with Steve as he asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add value. These clients don’t care what insurance is but they love what insurance does! Insurance provides instant Leverage, Tax-Efficiency, and Predictability… all good ingredients to help enhance a client’s estate planning recipe!

Click here to save to your calendar!

Virtual Event Details

Event has already taken place!


November 15, 2023 12:00 pm - 12:15 pm

Go to Top