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 kit empowers advisors to deepen client relationships by making estate planning a clear, collaborative, and value‑aligned part of the financial plan. It provides practical conversation starters, guided discovery questions, and techniques to compare scenarios, along with ways to use eMoney tools such as the Decision Center, Estate Flow Charts, Compare Distributions, and Taxes & Expenses insights to visualize outcomes and demonstrate the impact of recommendations. Together, these resources help advisors initiate meaningful discussions, simplify complex choices, and show clients how planning today protects their legacy tomorrow.
*Share this with your financial professionals using the advisor-facing email template located in the Best Practices section of the CRC. Also, provide advisors with the three client-facing email templates to support them with their client conversations on this topic.
What's included:
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.