This bestseller gives accountants, lawyers,
trust officers and financial advisors a cost-effective way
to inform clients and prospects about the need for and benefits
of estate planning. It positions the presenter as a source
of expert help in achieving the reader’s financial goals.
This helps estate planning professionals build client relationships
and increase awareness of ways they can be of service.
Membership organizations can use this guide as an incentive
for joining or renewing, and nonprofits can use it to thank
donors for support. Employers will find it a means of providing
employees with important financial planning information. |
