Now, offer this FREE* 50-page planning document to your clients’ family, and start a fresh conversation on life needs with their children – nothing beats natural prospecting!
Some have called it the most important planning document they’ve ever seen.
And no client should be without it.
The Survivor Roadmap has three
sections with hundreds of tips and tools:
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Planning Ahead helps your client organize all of their important documents and account information so that others can easily take over in their absence |
| • |
When a Loved One Dies is designed to walk your client through the important issues and facilitate family discussion. |
| • |
Survival Guide includes a number of template letters that will be helpful in requesting survivor benefits after the death of a loved one. |
Your clients will consider this booklet a great asset, and will naturally seek your guidance regarding insurance, financial planning and burial to address their family's unique situation.
Increase your trust factor with The Survivor Roadmap and become like one of your client’s
“extended family members” today by filling out the form below. |
