19MDRT-58A: Client Planning Beyond the Grave

Focus Session

Wednesday, June 12, 2019
11:30 a.m. - 12:30 p.m.

CLIENT PLANNING BEYOND THE GRAVE

If you passed away tomorrow, would you look at your loved ones and wish you planned better? As a financial advisor, you help your clients focus on the appropriate investment strategies, wealth creation and death benefits, but you shouldn't stop there. Unpreparedness leaves families in chaos during the initial and ongoing stages of grief. Scott shares strategies to help clients get their affairs in order so the survivors never have to say "If only they had known."