Enhance and Sharpen Your Skills for National Estate Planning Awareness Week 2025

Attend our October 21 Consumer Engagement Playbook: Elevating Your Client Appreciation Events webinar.

Register for the October 28 Tactical Tuesday “Give a Little Bit … or A Lot: Charitable Giving Strategies” to learn about charitable giving strategies – including life insurance.  

 

Click HERE to register.

• Refresh your recollection of the Basic Estate Planning consumer and agent resources available to you on the agent portal 

• Refresh your recollection of the Advanced Estate Planning resources available to you on the agent portal 

• Access our Advanced Markets Resource Center –  AMO Salesmaker to renew your technical knowledge of topics such as: 

Avoiding Probate with a Revocable Trust

Marital Deduction and QTIP Trust 

Bypass (Credit Shelter) Trust 

Irrevocable Life Insurance Trust 

Spousal Limited Access Trust (SLAT) 

 Schedule a Consumer Education Event and present one of these topics: 

• Putting Your Priorities in Order: Estate Planning Essentials 

• Securing Your Legacy for the Future: Estate Planning with Trusts 

• Life Insurance and Your Estate Plan: Protect, Preserve, and Pass on Your Legacy 

Use the Compliance approved HTML email templates to use as your invitations and event follow up communication. 

 

Identify specific clients/prospects to send information to: 

• Everyone

Send Pillars of Estate Planning consumer flyer 

Send Where There Is a Will…There is Your Way consumer flyer 

Send Why Everyone Needs and Estate Plan HTML email that includes the following Lessons For Life consumer videos: Estate Planning 10;Wills; Revocable Trusts, Planning for Incapacity

 

• Parents with Children with Special Needs/Disability

Send Letter of Intent – Guardianship Guide consumer guide  

Send Special Planning for Special Needs consumer flyer 

 

• Grandparents

Send Gift for Life consumer flyer  

 

• Clients who are foreign nationals

Send Planning for Foreign Nationals consumer flyer  

Send Benefits of Owning a US Life Insurance Policy – Chinese consumer flyer (if applicable) 

Send Benefits of Owning a US Life Insurance Policy – Spanish consumer flyer (if applicable) 

 

• Clients who are interested in charitable giving 

Send Charitable Giving and Life Insurance consumer brochure  

 

• Clients born in 1952 (turning 73 this year reaching Required Beginning Date for RMDs) 

Send Legislative Milestones consumer flyer 

Send Legacy IRA Strategy consumer flyer 

 

• Clients who inherited an IRA in 2025 

Send Inherited Traditional IRA Distribution Options – For Individuals consumer flyer 

 

• Next Step after Engagement with Existing Clients  

Give the Gift of an Annual Review and schedule a meeting to enhance the value you bring to your existing clients