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Elective module:
Analyze, compare, and present estate planning scenarios

This module will enable you to

Analyze your clients' estate planning needs, compare alternatives, and create a recommended scenario to present to your clients to help them achieve their estate planning goals.

• Analyze the clients' current estate planning situation
• Model a living trust in an alternative scenario
• Model a gifting strategy in an alternative scenario
• Model an irrevocable life insurance trust in an alternative scenario
• Recommend and present estate planning scenarios

Self Study Options	Cost	Time
View Video Clip	FREE	22 minutes
Download Learning Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Tuesday November 22 2:00 PM CT Thursday January 26 10:00 AM CT Thursday March 29 10:00 AM CT	FREE	90 minutes
Register for Classroom training	Contact us	1-2 days

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Lifestyle assets and liabilities : : Investment accounts : : Cash flow : : Set Retirement, Education, Major Purchase and Emergency Fund goals : : Analyze, compare, and create plan scenarios : : Analyze, compare, and present retirement scenarios : : Present results -------------------------------- Elective Modules : : Client and Plan Management : : Asset Allocation Assessment : : Financial Assessment : : Business entities : : Existing insurance coverage : : Stock options : : Set insurance goals : : Model the current estate plan : : Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability : : Analyze, compare, and present education and major purchase scenarios : : Analyze, compare, and present insurance scenarios : : Analyze, compare, and present estate planning scenarios : : Model financial strategies