Discover how you can offer essential services such as estate and insurance planning to your clients efficiently and effectively.
Our webinar with Financial Advisor Magazine covers:
- Defining the advisor’s responsibilities in the process
- What a P&C review should include
- How advisors can increase their fees by offering estate and P&C reviews and secure a competitive advantage
- How a P&C review by a financial advisor can create savings and protection for the client and additional revenue for the advisor
- The opportunity to bring the next generation into the conversation when offering estate planning
- How AI-driven technology can provide scalability and time savings in estate and P&C by creating repeatable processes
- Specific use cases regarding estate and P&C reviews
