[WEBINAR] Meeting the Needs of High-Net-Worth Clients From Prudential

High-net-worth clients often have needs that extend beyond traditional estate planning strategies. Explore five distinct client profiles and advanced planning strategies that can help you identify new opportunities and navigate complex planning conversations with confidence. 

In this session, you’ll: 

• Explore advanced strategies including GRATs, IDGTs, intra-family loans, charitable lead trusts, and zero estate tax planning. 
• Learn how to apply advanced planning concepts across a range of high-net-worth client scenarios. 
• Gain practical insights for integrating life insurance into wealth transfer, business succession, and philanthropic planning conversations.