Generational Wealth Planning: Our Webinar on Building and Preserving a Legacy

Building and preserving generational wealth isn’t solely the result of making sound investments. It’s about ensuring a seamless transfer of assets while minimizing tax burdens and protecting financial security for future generations. Life insurance — while typically overlooked in estate planning  — is one of the most potent tools for transferring wealth.

To help financial advisors through the intricacies of wealth transfer, we’re hosting a new webinar featuring NY Life’s Rick Blaser and North American’s Steve Zimmerman, breaking down actionable life insurance strategies for building, preserving, and passing down prosperity across generations.

Why is The Webinar a Must-Watch for Financial Advisors?

Whether you’re looking to expand your expertise or refine your approach to generational wealth planning, this session is designed to offer the knowledge and tools to make a lasting impact:

Stay Ahead of Industry Changes

With evolving tax laws and economic shifts, advisors must stay informed about the latest strategies for protecting and growing wealth.

Differentiate Your Practice

Offering advanced life insurance solutions can position you as a trusted expert in wealth preservation, helping you stand out in a competitive advisory market.

Provide Greater Value to Clients

By integrating life insurance into financial planning, advisors can help clients build a stronger, more flexible legacy strategy that adapts to future uncertainties.

Ready to Learn More? Listen In!

Life insurance has consistently helped clients build confidence in their financial future, and our webinar offers practical strategies for advisors to do just that right away.
 
Whether navigating tax changes, creating liquidity for estate planning, or setting up overall financial security, this session will give you precise, actionable insights that make a tangible impact. Watch this webinar to strengthen your legacy planning tactics and provide even more value to your clients.