I've been in this industry for over 20 years, and a common question I receive from advisors is, "Dr. Sanjay, how do I incorporate insurance into my client's inheritance plans? They're interested in inheritance and succession planning, but when it comes to the 'how,' I'm at a loss. Should I propose life insurance? An annuity?"
If you're one of those advisors unsure about structuring an inheritance or succession plan, don't blame yourself. I was fortunate to learn this from my father and mentors early in my career, and I've realized that not many people know how to do it, let alone teach it.
When a client shows interest in this topic, they're often willing to invest in a LARGE premium, provided you know how to position insurance correctly.
However, many advisors make the fatal mistake of "selling small cases." When they later try to upsell the same client, they come across as greedy. That's why, in the upcoming July session, I want to spend 4 hours showing you step-by-step how I structure an inheritance plan and how I broach this topic with my clients.
If you've always wanted to seize the opportunity to close bigger cases, then this seminar is for you, even if you've never been taught how to do inheritance or estate planning.
Just to be clear, "inheritance and succession planning" is a niche within estate planning that YOU MUST KNOW.
In the video below (which I prepared many years ago), I explain why you should learn estate planning, specifically focusing on inheritance and succession planning.