Literature Results Page

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most-valued clients.

A presentation that explains the connections that advisors can make with their clients families. Includes tips on setting up a family meeting and sample dialogue to use that will help advisors connect with the next generation.

Presentation outlining tools and resources designed to help you and your family plan effectively for the future, particularly in the event of an emergency, health crisis or untimely death.

A listing of the key service providers and/or contacts for one's home. Created to help family members, loved ones or neighbors step in during an emergency.

Definition, description and listing of key duties performed by a Guardian.

Definition, description and listing of key duties performed by a Trustee.

Definition, description and listing of key duties performed by an Advanced Health Care Directive.

Definition, description and listing of key duties performed by a Power of Attorney.

Definition, description and listing of key duties performed by a Corporate Trustee.

The Beneficiary Audit Worksheet is designed to help clients conduct a periodic review of their beneficiary designations to ensure they are up-to-date and accurate.