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Trust Owned Life Insurance (TOLI) and Survivorship Insurance Concepts

In this session, Dave Doherty will discuss how a strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain; and how estate planning tools — such as a trust — can help them leave a lasting legacy. Dave will also cover:

The importance of trusts/trust-owned life insurance (TOLI), how TOLI can help protect your clients’ legacy for life and an overview of the TOLI website
Survivorship insurance, including a walk-through of our new Why Survivorship selling tool to help navigate the conversation
Case studies

Join us to explore this opportunity and learn how Lincoln Financial Group can help!

May 18, 2022 03:00 PM in Central Time (US and Canada)