Client Planning

Client Planning

We partner with professional advisors to ensure client’s personal and financial goals are met.

When clients trust in you to create the perfect estate plan for their needs, we are here for you. Our staff can provide bequest language, plan illustrations, and discuss many options that can assist you in meeting your client’s needs. The association also provides several continuing education opportunities for our professional advisor community including email newsletters, annual tax pocket guides, and many other publications and local events.

Wills, Trusts, and Annuities

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



American Heart Association’s
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