Preserve and Protect Client’s Wealth
Basic “How To” tools are discussed with a checklist of wealth preservation points of inclusion. The financial consultant has an ethical and fiduciary duty to determine a client’s unique circumstances and through reflective discussion, ascertain their thoughts and feelings.
The White Paper warns against a “micro approach” which could result in missing critical planning consideration and causing inefficiencies or lost opportunities. It further discusses the discovery process and the importance of establishing this fundament premise from which to construct a valid wealth and preservation plan.
Cash Reserves, Wills and Trusts, Life Insurance, Annuities and Other Protection Vehicles are reviewed as components in the overall roadmap to their financial model.
Table of Contents: “How To” Toolbox, Reflective Conversation, Client Education, Cash Reserves, Wills and Trusts, Life Insurance, Annuities, Other Protection Vehicles.
