[WEBINAR] The Platinum Age of Estate Planning from Lincoln
Thursday 03/19/2026 at 10:30 am - 11:30 am CDT
The Platinum Age of Estate Planning presents a rare opportunity for financial professionals. It’s a time where we have a trifecta of factors – historically high exemptions, evolving planning techniques, and one of the largest wealth transfers in history1 – that contribute to estate planning needs.
Key discussion topics include:
Why estate planning matters now more than ever, especially with surging wealth transfers
A framework to help clients answer the core questions of estate planning
Real-world estate planning techniques using hypothetical client scenarios
How life insurance can help clients achieve control, clarity and tax-efficient wealth transfer
1 Cerulli Associates, a financial services research and consulting firm, projects that Americans will transfer as much as $124 trillion in assets to heirs through 2048.
The Platinum Age of Estate Planning presents a rare opportunity for financial professionals. It’s a time where we have a trifecta of factors – historically high exemptions, evolving planning techniques, and one of the largest wealth transfers in history1 – that contribute to estate planning needs.
Key discussion topics include:
1 Cerulli Associates, a financial services research and consulting firm, projects that Americans will transfer as much as $124 trillion in assets to heirs through 2048.
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