Webinar | Estate Planning Tools and Wealth Transfer Solutions | September 18 at 2:00 pm Central

Register for the Lincoln Financial Webinar dated September 18, 2024 at 2:00 pm Central.

Explore advanced strategies to help your clients manage estate tax liabilities and ensure efficient wealth transfer. We’ll cover:

• Lincoln’s 4 Ways to Pay Estate Taxes Sales Concept: A comprehensive approach to funding estate taxes that simplifies planning for your clients.
• Business Valuation Process: Learn how to leverage Lincoln’s Informal Business Valuation service, including step-by-step instructions on submitting valuation requests for your clients.
• Lincoln WealthPreserve SIUL Case Study: See a real-world example of how the Lincoln Wealth Preserve IUL portfolio provides added flexibility and funding options for wealth transfer planning.

Bonus materials will be provided:

• A sample module on the “4 Ways to Pay Estate Taxes”
• Submission instructions for Lincoln’s Business Valuation process
• Illustrations for the SIUL case study