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Cover Your Assets | Complimentary CE for CFPs, Insurance Agents and Advisor...
Tue, March 21, 2017, 9:00 AM – 11:00 AM CDT
Advisors have a significant responsibility to their clients when addressing their estate plan. Some advisors may not know just how much the client’s estate plan hinges on their advisor maintaining their assets in a certain way.
Whether it’s taxes, administrative fees, the costs of probate, or the assets ending up in the wrong hands, mistakes made in the way assets are held, titled, or designated can have significant ramifications.
Come and learn how to help your clients avoid these types of errors!
This session will cover:
- The importance of aligning assets with a client’s estate plan.
- Opportunities to identify holes in a client’s plan where additional financial planning is needed, e.g. lack of sufficient life insurance to fund a client’s anticipated estate plan.
- What it looks like when things go wrong because assets were not correctly funded.
- How to protect your clients and yourself from estate planning mistakes with funding.