Compassionate and Comprehensive Planning for Individuals, Families and Businesses

The Team Role of an Insurance Agent

· Prospect for clients

· Gather information and determine possible needs; help define goals

· Help develop a plan to meet client goals

· Fulfill client needs with investment and insurance advice and product implementation

· Provide ongoing service to the clients

· Make sure clients obtain true peace of mind

· Provide third party credibility for the other members of the Professional Estate Planning Team

The Team Role of the Lawyer

· Gather necessary information

· Help clients define goals and advise them about possible goals they never dreamed of

· Help clients to meet goals by giving them advice about investment, tax and dispositive issues

· Draft necessary documents for the plan

· Implement the plan – asset titling

· Provide ongoing service to carry out the plan to meet client needs and goals

· Provide third-party credibility for the other members of the Professional Estate Planning Team

· Most lawyers say they do estate planning

· Few specialize in this area and can do a thorough and competent job

· You don’t have to train the attorney -- he or she is ready to immediately join the professional team

· The specialist knows the value of insurance and investment products in creating a well-designed estate plan

· Third-party credibility from the specialist carries greater weight with the client