[REPLAY] Estate Planning Strategies and Life Insurance from Allianz

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Recorded 02/11/2025 
Expires: 2/18/2026

Estate planning strategies for affluent clients are a potential opportunity for new life insurance sales. Find out what you need to know, including:

  • How property is owned and how it is disposed of at death
  • Basic tools and techniques of estate planning
  • Relevant taxes and fees that may apply
  • Opportunities for life insurance in the planning process 
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