4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years. Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.