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Why do banks and insurance companies have an interest in estate planning?

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Why do banks and insurance companies have an interest in estate planning?

Banks and insurance companies offer a range of products which can be helpful to support the estate plan of a particular client. For example, insurance products are available to a young couple with minimal liquidity so that if they die together in an accident their estate will be fully funded to take care of their young children until adulthood. Banks offer trust services for clients who would like to have professional institutional trusteeship and investment products that might enhance their estate growth in the future.

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Thomas Curtiss Jr.

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Why do banks and insurance companies have an interest in estate planning?

Why do banks and insurance companies have an interest in estate planning?

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Why do banks and insurance companies have an interest in estate planning?

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