About
Estate Planning Mastery for Financial Advisors is an essential online course designed to elevate your understanding and implementation of estate planning processes. Tailored specifically for financial advisors and insurance agents, this course equips you with actionable knowledge and valuable resources necessary to assist your clients in completing vital estate planning documents such as wills, trusts, and powers of attorney. Learn how to identify sales opportunities while enhancing your advisory skills, ultimately empowering you to better support your clients in securing their legacies. Join us to transform your approach to estate planning and enhance your competitive edge in the financial services sector.
You can also join this program via the mobile app. Go to the app