For Advisors Only
Good teamwork depends on good service from each and every team member.
If you are an advisor who cares enough about your clients to continually educate yourself about estate planning, beyond the minimum requirements of your profession (as indicated by your attendance at our free seminars and workshops) we may be interested in introducing you to some of our clients.
Advisors are entitled to a free upgrade to GOLD membership in order to more fully participate in our more exclusive training events, and transmit this information to their clients.
Start by signing up for a free membership, and then contact us to request the free upgrade to GOLD based on your advisor occupation.
If any of your clients say they already have an estate plan, please give them our “Estate Planning Deficiencies Check-Up” form: