Wealth.com Resources

Webinars & Videos

Explore live and on-demand sessions by estate planning experts and Wealth.com walkthroughs.

All Webinars & Video Posts

Strategies for Integrating Life Insurance into Estate Plans

Discover practical strategies for integrating life insurance into estate plans, ensuring wealth protection, and liquidity for all clients.

1 min read Apr 30, 2025

How AI Can Make Estate Planning More Human

Discover how AI enhances estate planning efficiency and trust. Join Seungwoo Son and Danny Lohfrink for insights on integrating human-in-the-loop systems for better outcomes.

1 min read Apr 15, 2025

How to Keep Generational Clients: Engaging Both Spouses in Estate Planning

Learn how to engage both spouses in estate planning and advisor marketing strategies to retain generational clients and build lasting relationships.

1 min read Apr 1, 2025

Introducing Scenario Builder: A Better Way to Model Estate Planning Strategies

Scenario Builder from Wealth.com lets you model, compare, and optimize strategies in real time. Quickly see how different approaches affect wealth transfer outcomes and provide smarter, data-driven recommendations.

1 min read Mar 4, 2025

How to Help Clients Fund Their Trusts and Avoid Costly Mistakes

Join Dave Haughton, J.D., and Eva Deniz, Regional Sales Manager at Wealth.com, for a practical discussion on simplifying trust funding and guiding clients through every step.

2 min read Feb 20, 2025