While your clients are conscientious about the traditional types of life and health insurance they may not know about gaps in their policies that could be filled by specialized policies.
Make sure they understand the risks and how they can be minimized.
Check out these client-friendly articles, they’ll help guide the conversation with your clients:
AdvisorToClient is a new section of Advisor.ca designed to make sharing of our content with your clients easy. The site has handy Action Steps, Conversation Starters and other tools to help energize your client relationships.
They’re simple to share, just use the email tool in the upper right on each article page, or share them using LinkedIn, Twitter, or Facebook.
There are many more helpful resources to explore on a variety of financial topics at AdvisorToClient.