48. Beneficiary briefing guide & procedure
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For financial advisers (facilitating estate planning)
The Beneficiary Briefing meeting is the last meeting in the advice process on the first year and is followed by the first review about a year later in most cases. This concept will be unfamiliar to many advisers, but those who take the trouble to convene this meeting attest to its usefulness and relationship-building outcomes.
Also check out beneficiary briefing tools #22 and #23 to complete the set
Why not add this template to your existing planning software template library today!
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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