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Join our course, "Empowering Advisors: Estate Planning Essentials", designed for financial advisors and insurance agents seeking to enhance their expertise in estate planning. This comprehensive course covers the fundamental concepts of wills, trusts, and powers of attorney while equipping you with the tools necessary to guide your clients through the estate planning process effectively. Participants will learn how to identify unique client needs, develop actionable estate planning strategies, and uncover additional opportunities for business growth. By completing this course, you will not only boost your confidence as an advisor but also improve the value you provide to your clients, leading to strengthened relationships and increased sales potential.
You can also join this program via the mobile app. Go to the app