Transforming Estate Planning with AI

This chapter discusses a financial technology company's innovative estate planning services and its partnership with a key investor to broaden its impact. It highlights the role of AI in streamlining financial decision-making for clients across various demographics and the urgent need for estate planning in America.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app