From Planning Paralysis to Taking Action

Speakers: Carly Brooks, CFP & TODD S. HEALY, MSW, CLU, CHFC, AEP, CAP

Year: 2021



With estate tax exemptions at an all-time high, interest rates at historic lows, and potential post-election tax law changes coming, now is a unique time for high net worth clients to revisit wealth transfer and preservation plans. But as financial professionals, we know all too well that getting clients to act on these plans can be challenging. Clients may be on the fence about planning for one or more of these three key reasons: their age, the assets they own, or their attitude. In our engaging session, we’ll explore the psychology of the “Triple A” of wealth transfer planning and identify actionable, flexible solutions and insurance opportunities based on these client profiles. Learning Objective #1: Evaluate our current planning environment based on client profiles Learning Objective #2: Develop flexible planning solutions, including exploring “wait and see” financing techniques to leverage the low interest rate environment Learning Objective #3: After a wealth transfer strategy has been identified, analyze ways to enhance legacy plans by using transferred assets to purchase life insurance

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