Series L.I.F.E. Lessons: When Life Drives the Plan

Life insurance is a unique financial instrument that plays a critical role in holistic planning.

When life doesn't go as planned, advisors need more than Plan B — they need Plan P. Better protection is the strategy advisors rely on when it is not a matter of if, but when. It helps safeguard client outcomes, preserve existing plans, and strengthen long-term relationships.

In this 30-minute, advisor-only session, we introduce the L.I.F.E. framework:

Legacy, Income, Final Expenses, and Estate Transfer

We show how leading advisors use greater protection planning to help:

• Protect the retirement plans they have already built
• Uncover planning gaps that lead to deeper solutions
• Strengthen retention and create clients for life
• Stand out in a crowded advisory marketplace

This month, hear from a peer. Kristin Carlton, CEO of All Needs Planning, shares her perspective on why having a Plan P is critical for special needs families, drawing from her real-world experience in this space.
 
Industry veteran John Baez will also join us to discuss how to have the conversation, offering practical insight to help you and your team confidently navigate the more challenging, but essential, discussions that come with holistic planning.
 
You’ll leave with simple, actionable ideas you can apply immediately, regardless of carrier, platform, or FMO.