{"id":295681,"date":"2004-10-13T15:30:00","date_gmt":"2004-10-13T20:30:00","guid":{"rendered":"https:\/\/www.investmentexecutive.com\/uncategorized\/transamerica-adds-estate-preservation-strategy-to-monarch-tools\/"},"modified":"2004-10-13T15:30:00","modified_gmt":"2004-10-13T20:30:00","slug":"transamerica-adds-estate-preservation-strategy-to-monarch-tools","status":"publish","type":"post","link":"https:\/\/www.investmentexecutive.com\/news\/industry-news\/transamerica-adds-estate-preservation-strategy-to-monarch-tools\/","title":{"rendered":"Transamerica adds estate preservation strategy to Monarch tools"},"content":{"rendered":"

Transamerica Life Canada has added an estate preservation strategy to the Monarch series of solutions, which ties life insurance strategies, products and administrative support, together with a consultative approach.

The series, launched in August 2004, strives to provide independent insurance advisors with tailored client solutions that are optimized throughout every stage of the client’s life.

\u201cThe Estate Preservation Strategy is an ideal solution for independent insurance advisors to approach their baby boomer clients, providing them with a way to protect the assets they’ve built up over their lifetime,\u201d says Joe Kordovi, avp and pricing actuary, life marketing and product development, Transamerica Life Management.

\u201cThe advisor might want to help clients preserve cherished assets like the family cottage, a farm, or a home,\u201d he explains, \u201cand the Estate Preservation Strategy is a sound way to show them what could happen to these assets if they were to die today, or at any point in the future without proper financial planning.\u201d

The estate preservation strategy assists the independent insurance advisor to concentrate client discussions around:<\/p>\n