Information for Financial Professionals
We believe that the best estate plan is one that ultimately works – one that meets the expectations of the client and the client's family member's during life, during disability, and after death. The best estate plan is therefore one that involves each of the client's key financial professionals:  the financial advisor, the insurance broker, the accountant, and the attorney. Together, we shall identify the issues relating to the client's needs, counsel the client effectively, work together as professional colleagues, and bring more value to the clients that we serve. This team approach to estate planning represents the very best of the financial, accounting and legal professions collaborating for the benefit of the client.
7 Ways for Financial Professionals to Profit from Estate Planning Find out how you can increase the value of your financial services. Where Do You and Your Services Fit Into the Client's Estate Plan? Take a look at the many opportunities for a financial professional to become involved in a client's estate plan.  Where do you fit in? Why Use a Variable Annuity to Fund a Qualified Plan? Why use a variable annuity to fund a qualified plan?   Because only variable annuities offer a unique combination of benefits that most retirement-focused Americans want and need:  lifetime income payments, family protection, guaranteed fees, investment options and strategies that help protect against inflation and optional living benefits. Continuing Education for Financial Professionals We offer educational workshops on a wide range of estate planning topics.  These workshops are designed to be given to you and your colleagues, or to your clients.  The Law Offices of Jeffrey A. Asher, PLLC, is approved as a continuing education credit sponsor by the following organizations:
Certified Financial Planner Board of Standards, Inc.  The CFP® certification mark is owned by Certified Financial Planner Board of  Standards Inc., and is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Connecticut Department of Insurance
If any of the above articles interest you and you would like to talk with attorney, please call us at 212-594-5500 or Email Us.  We would be happy to talk with you.