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 Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Retirement Redefined Around the country, attitudes about retirement are shifting. You Are Not Alone it Just Feels That Way Let’s start getting your financial priorities and attitudes in sync with model behaviors.