Your role in wealth transfer plans

 

Client relationships can gradually become more complex, or they can dive in at the deep end. Because a referral can present a big opportunity out of the blue, it’s important to quickly understand the new client’s situation and the areas where you can be of help.

 

Materials to share with clients

Protecting your surviving spouse

Helping a new referral with wealth transfer

Protecting your family tree

Protecting your special-needs loved ones

Discussing your aging parents' wishes

The gift of a lifetime