SIC Code 6411-31 - Insurance-Estate Planning

Marketing Level - SIC 6-Digit

Business Lists and Databases Available for Marketing and Research

Total Verified Companies: 4
Contact Emails: 2
Company Websites: 2
Phone Numbers: 4
Business Addresses: 4
Companies with Email: 3
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Last Updated: 04/30/2025

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Looking for more companies? See SIC 6411 - Insurance Agents, Brokers and Service - 153,104 companies, 1,251,701 emails.

SIC Code 6411-31 Description (6-Digit)

Companies in the Insurance-Estate Planning industry provide services related to estate planning, which involves the management and distribution of an individual's assets after their death. These companies work with clients to create a plan that ensures their assets are distributed according to their wishes and in a tax-efficient manner. Insurance-Estate Planning companies also provide advice on how to minimize estate taxes and protect assets from creditors.

Parent Code - Official US OSHA

Official 4‑digit SIC codes serve as the parent classification used for government registrations and OSHA documentation. The marketing-level 6‑digit SIC codes extend these official classifications with refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader view of the industry landscape. For further details on the official classification for this industry, please visit the OSHA SIC Code 6411 page

Tools

  • Trusts: A legal arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary.
  • Wills: A legal document that outlines how a person's assets will be distributed after their death.
  • Life insurance: A policy that pays out a sum of money to beneficiaries upon the policyholder's death.
  • Power of attorney: A legal document that gives someone else the authority to act on behalf of the person who created the document.
  • Annuities: A financial product that provides a regular income stream in exchange for a lump sum payment.
  • Longterm care insurance: A policy that covers the cost of longterm care, such as nursing home care or inhome care.
  • Irrevocable life insurance trust: A trust that is funded with a life insurance policy and is designed to minimize estate taxes.
  • Charitable trusts: A trust that allows a person to donate assets to a charity while still retaining some control over those assets.
  • Family limited partnerships: A legal structure that allows family members to pool their assets together for estate planning purposes.
  • Living trusts: A trust that is created during a person's lifetime and can be used to manage assets both during their lifetime and after their death.

Industry Examples of Insurance-Estate Planning

  • Estate planning services
  • Trust management services
  • Life insurance planning
  • Wealth management services
  • Retirement planning
  • Tax planning
  • Charitable giving planning
  • Longterm care planning
  • Asset protection planning
  • Business succession planning