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How Life Insurance Can Help Your Clients Secure Their “Legacy with a Purpose” – John Hancock
April 27 @ 11:00 AM - 11:20 AM
Many clients have a vision for their legacy. They may want to pass on a vacation home for their kids and grandkids to enjoy after they’re gone, or could be passionate about helping future family members attend college or graduate school. But, unfortunately legacies often get derailed due to a lack of funds or lack of planning.
Join expert, Caroline McKay, for a 20-minute webinar where she will discuss how the combination of life insurance and a special type of trust can help secure your client’s legacy in a manner that is affordable, flexible, and tax-efficient.