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Estate Planning As more and more Financial Advisors are excelling towards CFP, it is extremely important to know, track, and advise clients as their Estate Planning needs change. The last thing you need is some Attorney or CPA taking a bit out of your assets. By directing your clients towards a complete financial plan, you will undoubtedly be covering their Estate Planning needs. Why let the attorney direct an insurance purchase to their favorite insurance agent when you can offer them a complete package... that is if you are moving towards this business.
Most major firms are now offering this "Total Solution" for their best clients. If your firm does not, then it would be a good idea for you to team up with an Estate Planning Attorney as long as you get the insurance business.
Distinction Number Twelve - Brokers*ACT!'s Estate Planning screen is designed to capture most of the information you would gather from a client with regard to their current Estate Planning situation. Look at your firms questionnaire and you can verify that we have a field for almost every possible entry. Now that is a complete information solution!
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