A Most Valuable Conversation Ebook

Five Ways End-of-Life Planning Can Add Value to Your Client Relationships

End-of-life planning isn’t all wills and probate. It’s turning off the cable and taking care of the cat. It’s thinking about whether someone wants flowers at their funeral or gifts for their favorite charity. It’s the act of organizing all the important details of one’s life (and death) in a secure place and communicating wishes to those closest to them.

This Ebook shares the top 5 reasons that end-of-life planning is the most important conversation your clients aren’t having.


Key Takeaways

  • Value of growing client relationships through end-of-life planning.
  • 97% of Americans want guidance on creating a Will, elder care wishes, or advance directives.
  • Unexpected benefits of having these types of conversations with clients.

Bridging the Gap Ebook

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