Please Join Us!
2026 Estate Planning Teleconference Series
March 24, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: The Role of Life Insurance in Estate Planning
Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations. In sum, it has its place. In this webinar, we will address various aspects of life insurance in estate planning, including the following:
- Different types of life insurance
- Numerous purposes for life insurance in a variety of contexts
- Structuring ownership arrangements and beneficiary designations
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE