Advanced Markets expertise: Access our industry-leading Advanced Markets team to help you meet the complex planning needs of your affluent clients.
Large-case underwriting know-how: Tap into our underwriting specialists — who are always accessible to discuss your cases — and can apply their expertise to the health and financial profiles of your high-net-worth clients.
Dedicated case management: A single point of contact assigned from our team of large-case specialists will proactively ensure smooth and streamlined service. This team also has access to dedicated replacement and titles specialists to help expedite your large cases. Take a look at some strategies that can help you grow your large-case practice.
Listen to this episode to learn the advantages of making gifts today given the current environment, ways to leverage some of the lowest AFR's in history, and insights on a "wait and see" strategy on when to make a gift.