Which of your clients loves their pet(s) as if they were their biological child(ren)?

You are like an extended family member to many clients, and you have seen the inner workings of many households. Those with pets need this information and IF YOU DON'T DO IT, WHO WILL?

EDUCATION AROUND LEGACY PLANNING IS NOT EASY TO CONSUME AND taking ACTION CAN BE OVERWHELMING for some.

Just suggesting the use of an Informal or formal Agreement can be a lifesaver for the animal. ? It is best to make a pet agreement well in advance of an emergency.? This allows for reduced stress on all involved - including the animal.

As a professional advisor you are the expert "authority" to your clients. They are your followers and look to you for direction and strategies. They expect you to be looking out for their best interest and alerting them before danger strikes.

BY ENLIGHTENING AND INFORMING YOUR CLIENTS on important issues like this, you stay top of mind as their “go-to” person for advice and direction.

Our clients DON'T KNOW WHAT THEY DON'T KNOW and when your pet-owner clients realize the potential danger they are creating for their animals, they may jump into action and protect those precious creatures from a tragic end, just because you suggested it!

If you are a “value add” type of advisor, let's see how we can work together to help those who need this information.

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