Our educational tools, including a seminar and a sales idea, can help you connect with your clients and take weight off their shoulders. Topics covered include:
- Planning for incapacity and health care directives
- Property management
- Wills and probate taxes
- Tax basics
- Lifetime gifting
- Trusts
Plus, the article, Six Key Considerations of Estate Planning, can be shared with your clients. It’s easy…just click “Email Your Clients” below and it will launch an email that includes a link to the article.
Related Value-Add Marketing Resources
| Seminar - Estate Planning BasicsA seminar advisors can present to clients providing what to consider about estate planning. | |
| Estate Planning Basics Sales IdeaA handout for your clients on what they need to know about estate planning. Includes information on wills, probate, taxes and more. |
Shareable Content
| Share "Six Key Considerations of Estate Planning" with your clients. Email Your Clients |