Trusts & Estates
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Trusts & Estates
How to Talk to Clients about Proactive Planning
This is a step-by-step guide on how to talk to existing or new clients about the need to plan now to protect assets in the event the client or the client’s loved one has a health care crisis.
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide!
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How to Talk to Clients about Proactive Planning
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