We Can Help Grow Your Business
Grow your insurance and financial planning practice with new ideas, resources, and information that will generate more revenue and increase client satisfaction.
Use Our Estate Planning Guide to Find the Right Solutions For Your Clients.
Our Estate Planning Guide will help you provide solutions to the most common estate planning problems, with graphs and tables to help simplify complex topics. Click the image to preview the guide, or select the button below to request a free copy.
What Topics are Covered?
- How Estate Planning Works
- Core Estate Plan for All Michigan Families
- Optional Trusts
- How to Start Your Estate Plan
Move Your Clients Forward
Select the button for instructions to help your clients start their estate plan.
WORKING TOGETHER
We Can Help You Customize Strategies for Clients in Each of These Areas.
Set yourself apart from the competition. Finish every financial plan and client proposal with a complete estate planning solution. We can enhance your expertise so that you can recommend appropriate options for every client.
Educate your clients about how to pay for long term care with cash, insurance, or Medicaid. With a working knowledge of Medicaid eligibility, you can help clients make better decisions about paying for nursing care.
Clients need life insurance when they have a specific purpose for the death benefit. Help clients solve numerous planning issues with life insurance, and learn how to integrate each policy with an estate plan to create legally enforceable outcomes.
Many clients want to manage their retirement accounts for beneficiaries and still preserve maximum tax deferral for them. Now you can help. Find out how to coordinate a retirement account with an estate plan.
Business owners have unique needs that require customized solutions. Succession planning is critical for any business with more than one owner. You can help clients understand the steps to create a succession agreement.
Many high net-worth clients are concerned about protecting their assets from lawsuits. Michigan has become more friendly to asset protection in recent years. Help clients to implement specific strategies to protect their property.