ESTATE PLANNING
Dear (Customer Name):
Estate planning is the key to keeping things running. Unfortunately, many estates suffer from forced liquidation because not enough cash is available for taxes and administrative costs. Often, parts of the estate must be sacrificed and converted to cash to pay for these expenses.
(Your Agency Name) Estate Conservation protects against settlement costs. A specially trained (Your Agency Name) representative will analyze the value of your estate, then draw up a Life insurance plan that provides cash to cover the projected costs of settlement.
(Your Agency Name) specialist will also work with your attorney, accountant, and trust officer to help minimize taxes on your estate.
We'll call you soon to set an appointment.
Sincerely,