Help your clients get the most out of their travels by making sure they’re stress free. They’ll appreciate sage advice on insurance, currencies and foreign properties as they prepare for their journeys.

Subject line: Tips for travelling abroad


Travel is an ideal way to take a break from the ordinary, refresh the mind, and relax. But it comes with its own stresses too. What happens if you get sick or hurt while you’re away? How do you manage the family’s vacation home from afar? What’s the best way to handle foreign currencies?

There’s no reason to let these concerns spoil a good vacation. I’ve already been thinking about ways to handle these situations for you ahead of time.

Here are a few articles that will help you prepare for your travels.

Protect yourself when travelling abroad

Diversify with a bike

Don’t mix business costs with pleasure

Inheriting foreign property

4 items to know when dabbling in currencies

Have fun on your trip to [DESTINATION]!

Safe travels,


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And if you’re looking for other helpful tools on this subject, head to Advisor To Client forAction StepsConversation Starters and Presentations that will help you serve your clients better.

Originally published on Advisor.ca
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