This course is built for advisers who want to move from selling products to building lifelong client relationships through estate planning. It explores how a well-timed Will and estate planning conversation can turn a transactional interaction into a family-wide advisory relationship that lasts across generations. The focus is on helping advisers create value beyond policy recommendations by addressing legacy, liquidity, guardianship, and asset distribution.
The course also shows how estate planning can uncover deeper needs that may not surface in a standard fact-find. By guiding clients through these conversations, advisers can become the trusted first call not only for the client, but also for the client’s family and future beneficiaries.
