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  What happens if a client passes away without a legacy plan?

  One way to help clients understand the value of proper estate planning is to consider what can happen without a plan.

  Client outcomes January 31, 2023

  • client relationships
  • estate plan
  • legacy planning
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  Why is Estate and Legacy Planning Important?

  Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust.

  Client outcomes January 27, 2023

  • client relationships
  • legacy planning
  • retirement planning
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care
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  What happens if a client passes away without a legacy plan?

  One way to help clients understand the value of proper estate planning is to consider what can happen without a plan.

  Client outcomes October 12, 2021

  • client relationships
  • estate planning
  • legacy planning
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  Helping Recent Retirees During the Great Resignation

  The Great Resignation could also be described as The Great Retirement

  Client outcomes May 11, 2022

  • client relationships
  • great resignation
  • income planning
  • retirement planning
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  8 financial spring cleaning tips to help set your clients up for success

  Help your clients get organized and reevaluate their priorities.

  Client outcomes April 6, 2022

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  New year, new goals: Help clients establish financial New Year’s Resolutions

  Help clients set financial resolutions. These new year financial tips and goals address saving, planning, and investing.

  Practice Management January 6, 2022

  • income planning
  • investing strategies
  • practice management
  • retirement planning