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Client Workshops – Estate Planning

Workshop marketing is a great strategy to generate new prospects and reengage with your clients.

These topics are focused on high-net-worth individuals, typically those with advanced planning needs.

Topics for Individuals

Topic/Description PowerPoint Support Materials
10 keys to estate planning - Provides individuals with 10 keys to creating a well-rounded estate plan.

(19 slides)

Agribusiness: define your legacy - This presentation uses industry statistics and case studies to explain the four areas of planning and how our products and services can help your clients plan to transition their agricultural operations.

(34 slides)

Special needs planning - Walks consumers through strategies to help secure the financial future of a loved one with special needs.

(25 slides)

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