Legacy planning protects their family and loved ones
Supporting your clients to build, preserve and enhance a legacy is critical. We’re here to help your goals-based approach with resources for estate planning, wealth transfer, charitable giving and more.
Why talk about clients' legacy planning goals now?
Deeply serving clients with a solid plan for after death is the best way to protect their finances, people and even relationships. When clients clearly state their goals, they can focus on enjoying retirement and relieve their loved ones of difficult decisions later.
Estate planning
Remind your clients: Estate planning isn’t just for the wealthy. It’s a critical part of any financial plan. By walking them through this process, you’ll help them protect their families and rest easier knowing they’ve got all their bases covered.
Wealth transfer planning
Using tax-advantaged strategies, you can help protect everything your clients have worked so hard for. Together, we’ll provide ways to transfer their assets efficiently.
Charitable giving
One of the greatest legacies anyone can leave is to improve their community. Whether through support for the arts or funding for those in need, charitable giving has a key role in legacy planning. We’ll work with you to help clients transfer funds efficiently for maximum benefit.
Other related topics
Client conversations that are essential to your business.
Why life insurance is important to clients and you
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We’re here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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