Many families unknowingly rely on estate strategies that can lead to probate, increase tax bills, and leave assets vulnerable to outside threats. This webinar explores the critical mistakes that can dismantle a legacy and provides actionable insights on how to protect your clients’ life work from unnecessary court interference and unintended beneficiaries.

What You Will Learn:

Why common strategies often fail and lead to expensive, public court proceedings.
Asset Vulnerability: How to shield your clients’ heirs inheritance from external threats and "fortune hunters".
The Effectiveness Gap: Why many existing trusts fail to function when they are needed most.
Beyond the Trust: Critical documents required to protect your clients’ autonomy and care during their lifetime.

For Agent Distribution Only 5129362-0126

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As an ADO - Advisor Development Organization™, Simplicity-InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.

What You Will Learn:

Count me in for 'Ten Estate Planning Mistakes'