- Set yourself apart – Distinguish yourself from competitors by providing greater expertise and resources.
- Get a broader perspective – Estate planning requires clients to pull together complete asset information, allowing for better advice and consolidation.
- Superior service – Highly informed advisors can identify more unmet client needs and offer the ideal products and services to meet them.
- Legacy creation – Estate plans help clients create a legacy for loved ones or charitable causes.
- Better wealth preservation – Estate plans can integrate asset protection, tax avoidance, insurance for liquidity or wealth replacement, and help clients cope with nursing home costs, death taxes and other significant monetary drains.
- Improved wealth management – Estate plans can manage assets for the benefit or protection of the next generation – i.e., by stretching out retirement plans.
- Establish lasting relationships – If you’re part of an estate planning team, you can build relationships with you clients’ families and provide services for generations to come.
- Become the trusted advisor – When you serve your clients best interests in a number of different ways, you take on the roll of trusted advisor to the family.
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