Introduce Clients to Estate Planning

  The introduction starts with an email and phone call. Everything is scripted out. The series of subject introductory emails are prepared and ready to go. The important points to communicate by phone are outlined. The advisor/professional knows what to do and what to say.

  Clients will view a professional video in conjunction with specific questionnaires to learn about the important issues facing them. The video features and introduces the member firm who provides the educational information. The specific needs of the client are identified and addressed.

  To address the most FAQs of clients, special reports, brochures and a professional assortment of collateral has been prepared. These may be sent to the client by email, snail mail or priority overnight as required.