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 Message Thank you! Oops! Related Content Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.