Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at [email protected].
Let’s get started with a brief tour of the Member Section.
Questions? Email us at [email protected]
Helping Diligent Advisors Ensure They're On The Right Planning Path
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Keeping track of one’s beneficiaries isn’t always an easy task. Relationships change over the years, and clients often forget to review their beneficiaries in light of new planning goals. Furthermore, many clients aren’t aware that their current beneficiary setup may not be as equitable or efficient as they had intended. That’s where you step in.
With your help, clients will have a clearer picture of who their beneficiaries are, and whether their account beneficiary designations are in alignment with their overall estate planning goals.
This checklist covers important factors a client needs to know when reviewing their beneficiaries, such as:
Click here for a client-facing email template. Premier Members have access to the Client Deliverable.