- strengthen your holistic practice,
- enhance Client relationships,
- expand your reach and
- reinforce the critical role you play in Clients' financial lives.
Name |
Description |
Audience |
|---|---|---|
Use this PDF fillable worksheet to identify various contacts associated with a Client and identify potential opportunities to build or strengthen your intergenerational and holistic practice. Enter the data in your CRM software (e.g. Salesforce) to automate your process and keep track of future opportunities. |
Advisor |
|
Illustrates strategies for high-net-worth individuals to help protect the next generation along with the benefits of creating a tax-efficient transfer of their surplus cash flow or tax-exposed investments from one generation to the next through permanent life insurance. |
Client |
|
Allows you to showcase to Clients how the value of your advice goes well beyond the investment fees and returns by highlighting various aspects of a holistic human-to-human advice practice. Illustrates four major aspects to the value of advice framework. |
Client |
Access these materials today to take your intergenerational wealth planning conversations to the next level.
- Download them from the Financial planning marketing materials on Suncentral.
- Find them on the Strategies and Concepts Suncentral page under Estate Planning.
