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Portfolio Products Overview   



This presentation contains numerical identifications and brief discussions of the estate planning products currently offered to retail clients.


The Financial Advisor should use this material to reference a particular product when determining its appropriateness to help meet the client’s estate planning goals and objectives. Use your copy of the Portfolio Product Overview for reference as needed.


For the sake of brevity and ease of understanding, the masculine pronoun includes the feminine gender, the singular includes the plural, and vice versa.

NOTICE: The following information is intended for educational use ONLY. This material is not intended to replace or supplement any tax and/or legal advice. The reader should obtain tax and/or legal counsel before implementing any planning methods described herein.

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