How To Facilitate & Scale Estate Planning Conversations with Trust & Will
Whether for the first time or to make updates, everyone knows they need to address their estate planning needs. The problem, however, is that estate planning conversations can be complex and difficult.
It's easy to understand why clients put off this critical piece of planning.
Watch the replay that will help you understand how you can scale your estate planning activities, help ease your clients' pain points, and create actionable next steps. When you apply what you learn, you'll be energized and your clients will ready to move forward.