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Financial Planning > Trusts and Estates > Estate Planning

New Advisor Tools Address Estate Tax Uncertainty

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A Midwestern insurer has rolled out a new web site to help keep clients’ estate planning on track.

The portal, unveiled by Principal Financial Group Inc., Des Moines, (NYSE:PFG) offers estate planning-related tools and information, including wealth transfer strategies based on three estate tax scenarios.

Features of the site include:

-Client profiles and sales ideas.

-Advisor education on legislation and the 2010 planning outlook.

-Customized proposals using a federal estate tax calculator.

-Marketing and sales support tools.

The web site can be found at


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