[REPLAY] The Platinum Age of Estate Planning from Lincoln
Recorded 03/19/2026
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
- And more!
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.