Preview Mode Links will not work in preview mode

The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

  1. All Episodes
  2. The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu

The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu

Sep 30, 2022

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate planning documents, estate taxes, and special estate planning circumstances.