You’ve told your clients why it’s key to plan for expected life events. But they might not know about all the tools available to protect them in case of a health problem.

For instance, some clients may want to draw up a power of attorney, should they become incapacitated. Your young clients may be surprised to learn they should be thinking about purchasing insurance. And your caregiving or disabled clients will want to know about how to plan for the long-term.

Show clients you’re always thinking of ways to them with these articles from AdvisorToClient:

Worry about your health, not your pocketbook

You’re not too young to talk insurance

Planning for disabilities

Plan for incapacity

Powers of attorney: the basics

Give the gift of life

There are plenty of related tools on AdvisorToClient, including Action Steps, and ready-to-share posts for social media.

And you can print these articles to pass along to clients, or share them using the site’s email button.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca