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 relationshipsestate planlegacy planning
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 relationshipslegacy planningretirement planning