Estate planning solutions are a critical part of every client's financial landscape. Unfortunately, they require a legal professional to implement properly. Rather than sending your clients off to third party influences, why not build a team to reinforce your relationship with your clients?
Every Client Has An Estate... Not All of Them Have a Plan.
While everyone needs estate planning of some kind, financial professionals often get weary of turning over clients to attorneys who undermine their strategies, drop the ball, or overcharge for their services. Wouldn't it be nice to be able to facilitate the completion of a client's estate plan without worrying about whether the attorney they work with is going to make you look bad.
The Inter Vivos approach is meant to provide you with unbundled options to present to your client for personalized estate planning services that won't break the bank. By using a tiered pricing structure, Inter Vivos plans offer separate planning options for clients based on their preferences and asset situation. Best of all, you are fully integrated into the planning process so that you don't lose touch of your client while they receive the help they need from an estate planning specialist. This means you can be better informed of your client's assets, build more trust with your clients, close more sales, and ultimately become the most trusted professional in their lives. We can help.
Offer Your Clients A More Complete Experience