Strategies for Integrating Life Insurance into Estate Plans

On-Demand Webinar

Life insurance isn’t just for ultra-wealthy families. In this session, we’ll explore how advisors can use it as a practical tool across a wide range of client situations. From creating estate liquidity to building an affordable legacy, you’ll walk away with clear, scalable strategies you can apply right away.

We Covered:

• Protecting family wealth with life insurance—covering debts, taxes, and future needs
• Meeting estate liquidity needs without forced asset sales
• Flexible trust structures like ILITs, explained with real-world examples
• Affordable legacy planning approaches for mass affluent clients

Explore Our Platform

You’ll hear from:

Dave Haughton, J.D., CPWA®

Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.

Ryan Mattern

Advanced Sales Consultant at Vanbridge