Estate Planning Success

Families need the guidance of an experienced estate planning team- which should include an insurance professional – especially when it come to modifying or creating an estate plan. Life changing events create an opportunity to discuss basic estate planning and life insurance with your clients. Let ISN help you identify and create a list of clients who would like to get started in creating an estate plan.We can connect you with experienced estate planning attorneys in your area who can make sure the proper documents are properly drafted and put into place.

There are two strategies you can pursue once you’ve identified potential Estate Planning clients:

  • Set up face-to-face meetings to discuss their estate planning needs and the use of insurance as a part of a comprehensive estate plan
  • Host a consumer seminar using ISN’s Estate Planning Presentation and share your ideas with multiple prospects

We can help you prepare and plan for either situation. The key is knowing what to look for and how to follow through. This is an area where our experience and the experience of our attorney networks can help you. Give us a call to find out how we can help.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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