Webinar: How Financial Planners Can Build Lifelong Client Relationships

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It can be a challenge for financial planners and other service professionals in this industry to engage with and develop lifetime relationships with their clients. Estate planning is one way you can differentiate yourself in such a saturated industry, offering something unique and highly important for everyone you work with. WATCH NOW

Webinar: How Nonprofits Can Increase Donations with Estate Planning

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WATCH THE WEBINAR Your nonprofit relies on ongoing donations to drive your mission forward. By offering your donors and/or members an estate planning solution, you can make it easier for them to include your organization as a beneficiary of their estate when they pass away, increasing your donations and planned giving revenue.

Employer Webinar: Estate Planning as an Affordable Employee Benefit

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WATCH THE WEBINAR In the wake of the COVID-19 Pandemic, employees expect more from their employers. Watch this FREE HR webinar to discuss learn more about what estate planning is, and how you can add this crucial employee benefit to help your workforce save time and money while helping you attract and retain the best […]