Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
This email helps advisors strengthen client relationships by confidently initiating estate planning conversations that many clients hesitate to start on their own. It reflects the key themes of the estate planning practice guide by highlighting conversation starters, collaborative planning strategies, and opportunities to use eMoney to visualize estate flows and compare scenarios.
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.