Learning how to recognize and develop estate planning opportunities can increase your cleints’ satisfaction, expand existing relationships to the next generation and attract new clients. Furthermore, because your wealthiest households may have the most to gain, adding this capability becomes increasingly important to the growth of your practice. Help clients create and sustain their legacy. Download these advisor and clients legacy planning resources. Seminar: Personal trusts. White paper: Trust planning strategies. Flier: Protecting your wealth through trusts. Advisor conversation guide: Why a Trust?
Rolling Out the Red Carpet for High-Profile Clients Help Your Clients Plan for Health Care Risks in Retirement