Estate Planning Client Communication Pack Samples
Engage clients with content about the topics you learn in from L. Paul Hood, Jr.'s Estate Tax Planning Course.
The Client Communications Pack included with this course provides aides for engaging clients in the strategic tax planning topics taught in the course.
This approach ensures you are always engaging clients in conversations aligned with best practices you learn about.
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FINRA-REVIEWED ESTATE TAX PLANNING |
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Article: Getting A Good Estate Planning Result |
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Video: A Strategy To Protect Widows, Children, & Disabled |
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2-Minute Script: Estate & Gift Planning For Large Estates |
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Sample FINRA Review Letter |
