Literature Results Page
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.
- PUB ID: TAPX598276
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.
- PUB ID: TAPX016164-W3
Simple worksheet that makes it easy to review beneficiary designations on life insurance, 401(k) accounts and other key assets. Any and all updates would need to be shared with a financial professional.
- PUB ID: TAPX011115
Certify your rollover assets coming from a Coverdell account
- Account Maintenance Form
- PUB ID: LMFX016681
The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.
- PUB ID: TAPX592697
Suggestions for how to start the conversation with clients about planning for potential care and housing costs related to aging.
- PUB ID: TAPX588558
A guide to asking the right questions about credentials and range of experience in evaluating a geriatric care manager.
- PUB ID: TAPX305022-W3
This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.
Definition, description and listing of key duties performed by a Trustee.
Definition, description and listing of key duties performed by a Guardian.
- PUB ID: TAPX016164-W9
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