About
Join our course, "Estate Planning: A Comprehensive Guide for Advisors," to enhance your proficiency in guiding clients through the complexities of estate planning. This course is specially designed for financial advisors and insurance agents seeking to empower their practice with essential knowledge about wills, trusts, and powers of attorney. Participants will gain a deep understanding of the estate planning process, discover how to identify additional sales opportunities, and learn to provide value-added services to their clients. With a blend of theoretical knowledge and practical insights, you will be equipped to facilitate your clients' estate planning needs effectively.
You can also join this program via the mobile app. Go to the app
Instructors
Price
Free