Advisor’s Guide to End-of-Life Planning
You Provide Great Advice. But Do Your Clients Have an End-of-Life Plan?
As a Financial Advisor you prepare them for retirement, market downturns, and tax efficiency.
As an Insurance Agent you provide a policy to cover their risk and potential costs.
As an Attorney you help them create a will and an estate plan to protect their assets.
Now give them an end-of-life plan to bring it all together. This guide will help you do it.
Your 13-page guide includes:
- Tips and advice tailored to your profession
- Sample scripts for a range of client situations
- A step-by-step planning framework for planning with your clients
- Guidance on building relationships that last across generations
This guide is for you if…
- You have clients in their 50’s, 60’s or 70’s who haven’t made end-of-life plans
- You want to deepen relationships and get referrals
- You want to differentiate your practice in a meaningful, substantive way
- You’re thinking about multi-generational wealth transfer and client retention
