Learn about our 3-Step Strategy™ of estate planning and how it can strengthen and solidify your existing client relationships.
Moving Clients Beyond Mere Estate Planning:
Wealth Reception Planning™
A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.
The Opportunity (What’s in it for Me)
How collaboration with focus on wealth reception directly benefits both the client and advisors alike.
Intentional Third-Party Credibility
Five specific ways the Estate Planners for Life™ process supports your financial practice.
Building Estate Plans That Really Work:
- How to select and work with an estate planning attorney.
- How to keep your planning current as tax laws change, family circumstances change, and assets change.
- How to protect your loved one’s inheritance from creditors and predators—including risk of divorce and lawsuits.
- How to transfer your values along with your valuables.