The center point of the presentation is the Estate Analysis Report or the Estate Tax Calculator. Using this report in your presentation is an effective way to:
- Illustrate the taxes and administrative costs
that will result if the prospect were to die today, based on his or her current estate plan.
- Illustrate the tax and cost savings
that can result from implementing your recommendations.
- Convince the prospect
that life insurance is the best solution to any remaining estate liquidity needs for those who qualify.
