Welcome to the world of estate planning! This course surveys a financial services discipline that for many sales associates is the bedrock of their practice – and with good reason. Estate planning is sometimes associated only with the very affluent, and while those with considerable assets are key prospects, the market for estate planning covers a far wider range than many realize. Advisers who specialize in this field know it is as lucrative as it is important.

It is said, "You can't take it with you." That is true, but it is also true that people have considerable influence in determining where their property goes when they die. That is the basis of estate planning – deciding how and to whom personal property is distributed at death. It is not just the affluents who have an interest in this topic!

Life insurance has always figured prominently in estate planning. It makes sense, since the basic premise of life insurance is to leverage a relatively modest sum of money (i.e., premiums paid) into a substantial estate at the very moment an estate plan kicks into gear. This explains why life insurance advisers play a central role in the estate planning process.

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