Including estate planning in my business has had a major positive impact in deepening my client relationships by offering them a service they all need.  It has also uncovered additional assets which my clients often need assistance with, as well as generating new referrals. 

As a career agent for 20 years, estate planning has been a growing part of my insurance practice.  Since I cannot provide my clients with specific tax and legal advice, I have formed professional alliances with those that can address these important issues.  Many of my clients have benefitted from working with Blazek & Associates, a law firm that specializes in trust-based planning.  It is very enjoyable to work with attorneys who value the expertise of what I do as a financial professional and endorse my recommendations to my clients.

I would encourage any advisor, whether new in the business or having been in the business for some time, to introduce Blazek & Associates to your estate clients.  They will do a good job for your clients and they support the products we sell that will help in the estate planning process.  I have worked with a number of attorneys over the past 32 years, however, none as good as the process Blazek & Associates use.