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.
Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.