Grandma’s china. The first edition of The Great Gatsby, complete with dust jacket. The house they live in. Whether for sentimental or financial reasons, clients worry about keeping their valuables safe.
You can help them decide which insurance polices will work best for them using resources available on AdvisorToClient.
To get the dialogue started, we’ve brought together these client-friendly versions of articles you’ve seen on Advisor.ca to help guide the conversation with your clients:
They’re easy to share, just use the email tool on each article page, or share them using LinkedIn, Twitter, or Facebook. Don’t worry, the versions you send clients won’t link back to AdvisorToClient or Advisor.ca.
Your clients want to know their favourite things are protected. Use these articles to show how you can help them feel more secure.
Plus, there are many more helpful resources to explore elsewhere on AdvisorToClient.