Advanced Markets 2025 On Demand: Building a Foundation of Growth for Your Clients and Your Business

Working with a financial professional puts clients in a unique financial position, allowing them to focus on wealth accumulation today and shift that focus to long-term estate planning tomorrow. This session explores proactive planning techniques that help your clients lay the groundwork for future wealth preservation while putting your business in a position to retain clients generationally.  Learn how to implement strategies like layering life insurance for income protection and tax-efficient growth, leveraging trusts for flexibility and control, and introducing tools to address eventual estate tax concerns. Attendees will leave equipped with practical approaches to guide their clients through critical financial milestones, preparing them for sophisticated planning as their wealth grows, all while putting their business in a position to grow along with their clients.

By the end of this session learners will be able to:

• Identify key planning milestones that signal a shift from wealth accumulation to estate preservation.

• Apply strategies such as layering life insurance to balance income protection and tax-efficient growth.

• Evaluate the use of trusts to enhance flexibility, control, and long-term legacy planning.

• Introduce estate tax planning tools proactively as client needs evolve.

• Position their advisory practice for long-term growth by aligning with clients' changing financial priorities.