Now On Demand: TRIIPSS Webinar Why Powers of Attorney, Wills and Trusts are Important

Submitted by Krishan on November 29, 2022 - 3:42pm

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TRIIPSS EN-2021 (1)

Why Powers of Attorney, Wills and Trusts are Important

Now Available on Demand

Why Powers of Attorney, Wills and Trusts are Important

A strong estate plan will often include powers of attorney, wills, trusts, and insurance or insurance products. As an advisor you may know about insurance planning, but how knowledgeable are you when it comes to powers of attorney, wills and trusts? If you are knowledgeable in these areas, are you speaking with your clients about the importance of having an estate plan?

This webinar will focus on key components of an estate plan and cover topics including:

Why clients should have Powers of Attorney, a Will and the consequences of not engaging in both types of planning
Understanding the differences between Wills and Powers of Attorney and when each document is required
Understanding Testamentary and Inter Vivos Trusts and how life insurance and insurance products may be used as effective alternatives
Why discussing estate planning with your clients is good for business and best practices for having “the estate planning talk”

Advisors will receive information that will educate and position them to be a valuable resource to their clients when it comes to estate planning.

CE credit offer available until February 28, 2023.
A quiz will appear after the webinar has been viewed.

This webinar is also available in French

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akua-EN-web

Akua Carmichael
Director, Tax & Estate Planning Services,
Empire Life

Meet Akua

This webinar is part of our TRIIPSS series
(Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Akua Carmichael. 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 >

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.