National Estate Planning Awareness Week is October 20th-26th, 2025
As you prepare for National Estate Planning Awareness Week, explore the resources below to support your next client conversation.
Enhance and Sharpen Your Skills (Agent Education)
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Attend our October 21 Consumer Engagement Playbook: Elevating Your Client Appreciation Events webinar.
Click HERE to register.
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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.
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- 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)
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- Brush up on the Legacy IRA to discuss this strategy with clients age 59½ and older
- Acquire more knowledge of Foreign Nationals and the opportunity to help support this market
- Learn more about the One Big Beautiful Bill Act (OBBBA) by Unlocking the Power of the One Big Beautiful Bill Act – NL Edge to be ready to discuss key provisions with clients
- Share these resources with your clients:
Where There Is a Will…There is Your Way
Why the One Big Beautiful Bill Matters to You
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Client Engagement (Consumer Resources)
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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
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