Will IT WILL OPEN DOORS FOR ADDITIONAL business if you increase your focus on your aging clients?

For many advisors, retention of clients’ assets (once they pass) can feel like a losing battle.

Would you benefit from working with the children of your aging clients?

As parents age, it often becomes more difficult to guide them in making difficult transition decisions and involving their children will have many advantages.

By encouraging your client to become more proactive when communicating with their children on important planning issues it increases their confidence in your advice and helps the children to understand what is involved.

Getting their parents affairs in order is important, yet few get this done.

95% of aging Americans say that they would be willing to talk about their wishes.

And 53% even said that they would be relieved to discuss it, yet few get this done.

As a trusted professional with the relationship to broach these subjects, you're in a unique position to help your clients create solid and well thought out plans that deal with the inevitable.

Reach out and let's see if we can work on this together.? The time to help your clients with this issue is now, especially when no one is guaranteed tomorrow.

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