How HIP Creates a Competitive Advantage
The Due Dilly Podcast
English - August 27, 2019 21:28 - 5 minutes - 6.49 MB - ★★★★★ - 4 ratingsInvesting Business Education How To equities investing advisor algorithm assetallocation financial financialadvisor fixedincome helios hqr Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Join Nyle Bayer as he discusses How HIP Creates a Competitive Advantage with Mike Bennett, J.D., the Lead Estate Planner at Helios Integrated Planning.
If you are a Financial Advisor who would like to learn more about Helios Integrated Planning can add value to your client’s lives, look at the links below.
Book a demo: https://heliosplans.com/book-a-demo
Pricing and getting started: https://heliosplans.com/pricing-getting-started
Create an account: https://hip.heliosplans.com/
Every Helios Integrated Estate Plan is state-specific for all 50 states and can include the following:
Trust Certification of trust General transfer Property agreement for community property states Financial Power of Attorney Medical Power of Attorney or Advance Health Care Directive HIPAA release Will Deed(s) for real property (at an additional charge)Every Helios Integrated Estate Plan has the ability to include language that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distributions in exceptional circumstances (example: drug use), State-specific requirements, flexibility to plan for unknown changes in state and federal estate tax law, and more. This is an example of how Helios only applies attorney-quality documents and language in the final outputs of all Estate Plans.
We are dedicated to helping Financial Advisors coordinate Estate Plans to their clients with confidence, which is why we provide comprehensive advisor training to all our members!
Get to know us!
Follow Helios Integrated Planning on Twitter @heliosplans
Follow Nyle on twitter @nylebayer
Follow Mike on twitter @bennettsterchi