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For Estate planning week Ryan sat down with Pat Bergmaier a Certified Financial Planner who helps individuals and families secure their futures. In this episode they discuss why it’s important to put together an estate plan
Additional estate planning resources:
- See all of our estate planning concepts to find the right one for your client’s situation
- Learn more about how to build your client's estate
- Find out more about how to protect your client's estate
This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state.
NOTE: Any discussion of investing involves risk, including potential loss of principal. Past performance is no guarantee of future results and any hypothetical examples provided are not intended to predict actual results. Actual results will vary .
For financial professional use only.
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