Getting the right funds, to the right people, at the right time.
60 tools to support ʻestate planningʼ as a vital service to clients
First, let's get this out of the way - you don't need to be a lawyer to offer an ʻestate planning facilitationʼ service. The lawyers do their legal bit. Your wealth protection plan creates the funds on death. Your estate planning facilitation service makes sure the right things happen with that new wealth at the right time.
- Like to generate more service-related fees for your practice - now or later?
- Prefer less reliance on commissions for your revenue - now or later?
- You can and The Risk Store can assist you...
Whether your aim is to simply add facilitation to your current offering or to create a new revenue source, incorporating estate planning concepts into your wealth protection (life risk) conversation is a must-do.
The Risk Store has everything you need to familiarise yourself with the language, concepts and technical know-how. We'll give you the understanding and confidence to get started quickly. Present your business as going well beyond product solutions and into death distribution security.
The Risk Store currently offers 60 estate planning-relate tools, including technical articles, podcasts, videos, etc. to assist you launching your vital estate planning offering to your clients. Browse the 60 below and see what you like.
Whilst you are here, we also recommend you take moment to check out our SME Client Advice section as the language and concept positioning is slightly different to personal estate planning even though they are essentially intertwined.
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QUICK TIP: To find content quickly, use SEARCH [above right] with quotation marks e.g. "Estate Planning"; "Trauma"; "Claims", etc.