Need to get your client thinking about estate planning? Send this quiz to clients who have expressed an interest in estate planning before your next meeting.
Need to get your client thinking about estate planning?
Send this quiz to clients who have expressed an interest in estate planning before your next meeting. Ask them to bring the answers to their next appointment; they’ll be a great launching point for your conversation. From here you’ll be able to discuss clients’ needs, confident that they understand the importance of planning.
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Help clients get the maximum benefit from these accounts
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