Home-Specific Bundle
As your clients get knee-deep into Spring cleaning rituals, they may also be thinking about their homes and asking critical home-related questions. Certainly, any question concerning a primary asset can present planning opportunities.
Refer to the Home-Specific Bundle to support your clients through the decision-making process. The checklists and flowchart that are part of this bundle will guide conversations that relate to:
- Buying a new home
- Refinancing a home
- What to do if your client moves to another state