EPIC: The New Paradigm of Estate Planning

Start writing your client's EPIC

What is EPIC?
STEP 1
EPIC Education
and Marketing
STEP 2
Initial EPIC
Meeting
STEP 3
Design and
Implementation

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What is EPIC?

Most people think estate planning is about what happens upon their death.

In planning for the future, people ask themselves: Do I live less today in order to give more tomorrow? OR Do I live more today and simply give less tomorrow?

But there's a way for clients to live more today AND give more tomorrow. It's called 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:

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

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.

What is EPIC?