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

Home Specific Planning

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us