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 http://www.principal.com/estatetax.