What will the advisor learn from this presentation?

This presentation will appeal to the advisor who wants to find out more about the executor or executrix process and how it can impact their clients and prospects.

Although many consider it an honour to be asked to act as an executor, the responsibilities involved can be complex and time-consuming. Understanding them will assist your clients and prospects in choosing the person best suited to be their own executor or executrix and ensure any decision they may make is an informed one.

 Presentation Overview

This presentation is designed to help advisors understand the role life insurance plays in estate planning and how it can be a tax efficient way to compensate executors. It outlines the basic principles of estate planning, defines common terms, the role of an executor and options to compensate executors for their role. The presentation walks the advisor through a number of case studies to help illustrate common scenarios.

Topics covered in the presentation include:

* The current situation and common principles of estate planning
* The role of an executor
* Factors affecting the executor
* Executor compensation options
* Needs analysis
* Case studies