Through this influential slide set presentation by Kelly Kidwell,  founder of the APN, you will learn how to utilize this powerful strategy for opening new conversations with high net-worth clients, and help them with estate tax and wealth transfer planning.

Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

For the video companion for this presentation, click here.

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GEAR Approval #: 2009-11170