Talk to clients about estate planning

The materials on this page can help you talk to clients about estate planning. Life insurance can play a positive role in estate planning, affecting such topics as:

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Estate equalization icon

Estate equalization

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Charitable giving

Most relevant products
Global Accumulator
Designed for individuals looking for accumulation potential, while maintaining flexibility in their approach
Lifetime Builder ELITE
Lifetime Builder ELITE
The indexed universal life product designed to help clients build for the future
Lifetime Foundation ELITE
Lifetime Foundation ELITE
The IUL policy focused on death benefit guarantees
Start the Estate Planning Conversation
For you
For your clients

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