Every client can benefit from estate planning. Of course, estate planning needs vary from client to client, ranging from simple solutions to complex strategies custom-designed for high-net-worth clients.
To help determine the right approach to use with your clients and prospects, refer to this guide for an overview of the many estate planning strategies. Review the information to become familiar with the strategies and target client profiles; then, when you come across opportunities in your book of business, we can help you deliver the best approach to meet clients’ financial wellness needs.
Also, check out these additional resources, and watch our monthly sales solution video:
