Trusts & Estates
2022 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week was October 17–23, 2022! Our complimentary marketing package focuses on Americans’ fastest-growing (and most complicated) asset: their digital legacy. Download the customizable package for free to start engaging with your prospects, clients, and referral sources about the importance of planning for digital assets.
The package includes the following documents:
- Two customizable blog posts
- Client letter
- Advisor letter
- Social media posts
- Digital asset infographic
Complete the form to get your free guide
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