Bringing a client's family into the financial planning conversation
Agents and advisors have several good reasons for bringing the family into the financial planning picture.
By Bryce Sanders|October 04, 2018 at 08:05 AM
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In times past, having large families was how retirement planning was done. You raise them now, they look after you later. Getting clients talking about their children is a great way to learn about their own hopes and dreams.
Agents and advisors have other reasons for bringing the family into the conversation. They want to meet the heirs and develop a relationship now, when everyone is healthy.
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