Search results

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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 October 4, 2021

  • 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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  Personal, estate, and business tax planning strategies for 2022

  Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

  Client outcomes February 11, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  Long-term care misperceptions present planning and practice growth opportunities

  Our recent survey uncovered widespread long-term care misperceptions across all age groups.

  Beyond Investing November 16, 2021

  • client relationships
  • Long-term care
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  How Are You Celebrating National Estate Planning Week?

  Estate planning is a vital component of financial wellness and is important for your clients.

  Practice Management October 18, 2021

  • client relationships
  • estate planning
  • legacy planning
  • retirement planning
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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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  Post-Pandemic Financial Planning

  Covid-19 has had a major impact on all aspects of life. Here are some ways you can help protect your clients.

  Client outcomes August 30, 2021

  • income planning
  • investing strategies
  • retirement planning
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  Finding the Right Fit for your Client’s Long-term Care Planning

  There are more options than ever to help your client find LTC coverage that fits into their overall financial approach.

  Client outcomes July 27, 2021

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  Turning the Tables to Make Sense of Long-term Care Planning

  Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning.

  Client outcomes July 20, 2021

  • client relationships
  • Long-term care
  • 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