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The New Paradigm of Estate Planning

Start writing your client's EPIC

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STEP 1

 

EPIC Education and Marketing

Your first step is to learn about estate planning and prospect for new and existing clients. We have provided a number of tools for you and your clients' advisors:

 
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RELATED DOCUMENTS:

 
 
EPIC education
For advisors:

See other Minnesota Life and Securian Life estate
planning materials in the "Making life work for
estate planning" marketing campaign.

For consumers:
EPIC marketing and prospecting

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STEP 2

 

Initial EPIC Meeting

Step two starts with client engagement. Many advisors (especially those new to the estate planning market) are intimidated by approaching clients. The EPIC process helps you become more confident by providing questions to ask to determine your client's estate planning objectives. During the initial client meeting, the materials below help you accomplish your three goals:

1. Gather basic information

2. Listen to your client's estate planning objectives

3. Educate your client

 
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RELATED DOCUMENTS:

 
EPIC fact finder

The EPIC fact finder provides pertinent questions to ask your
client and help both of you determine your client's best course
of action. There are two fact finders available:

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STEP 3

 

Design and Implementation

After your initial client meeting, you refine the information gathered into the solutions that help meet the client's objectives. Which strategies will maximize your client's estate plan?

Once you identify the proper strategy, you can help your client make an informed decision.

 
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RELATED DOCUMENTS:

 
 
Primary Resources
Trust-Owned Life Insurance (TOLI)
Wait-and-See Strategy
Life Insurance in Retirement Program
Premium Financing
Charitable Giving
EPIC Educations Advisors
EPIC Educations Advisors
EPIC Educations Advisors
EPIC Educations Advisors
EPIC Educations Advisors

Contact Us

For more information about EPIC, contact your Life Sales Support Team or visit your advisor website:

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Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender charges. One can lose money in these products. Guarantees are based on the claims-paying ability of the issuing insurance company.

This information is a general discussion of the relevant federal tax laws provided to promote ideas that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

All Insurance products and agreements may not be available in all states. You should ask your financial professional for details.

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400 Robert Street North, St. Paul, MN 55101-2098 • 1-800-820-4205
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