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.

[Register before noon Mar 20, 2025 to join us live!]

Making The Most of Life Insurance Today

For most high-net-worth individuals and families, traditional estate planning tools (trusts, investment portfolios, and retirement accounts) form the foundation of wealth transfer. Unfortunately, tax liabilities, market volatility, and evolving legislation are nearly guaranteed to erode wealth intended for future generations — without proper planning, that is.

Life insurance offers benefits that other financial products can’t match, including:

Tax-Advantaged Wealth Transfer: Life insurance provides an efficient way to pass wealth to heirs, often free from income taxes and — with proper structuring — potentially free from estate taxes.

Liquidity for Estate Planning: High-value estates often face liquidity challenges upon transfer. Life insurance ensures that heirs have immediate funds available to cover taxes, debts, and expenses without needing to liquidate assets.

Long-Term Financial Security: Whole life insurance policies offer guaranteed cash value growth, providing a stable financial foundation for future generations.

In our expert-led webinar, we’ll review these benefits and equip you with three practical and easy-to-implement key strategies. These strategies will ensure that you can confidently guide your clients in planning for the future.

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. If you want to strengthen your legacy planning tactics and provide even more value to your clients, this is a webinar you won’t want to miss.