ESTATE PLANNING - Why Every Advisor & CPA Should Offer!

April 29, 2022 | By Elite Resource Team
Financial Advisors Accountants

Did you know that 65 - 70% of clients don't have an Estate Plan? 

Not only are we doing our clients a disservice by not addressing this, BUT we're also leaving money on the table AND missing an opportunity to differentiate ourselves. 

Before you start thinking..."But I'm not an attorney"...Let me clarify!

We're not suggesting you a second that you do the legal work. Instead, you just start asking a few new questions and then direct appropriate prospects and clients to your expert. 

Doing less work while delivering more value. That's the key!