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Financial Advisor Toolbox - LifeGuides

Life Guides

Some of the Life Guides are event specific, such as marriage, moving, death, divorce, retirement and inheritance. Provide them to clients or prospective clients with a current need for that specific information. Other Life Guides are more general in nature, such as teaching kids about money, general finances, emergency planning and business continuation and protection planning. In addition to providing them to individuals, consider providing copies to affinity groups. For example, you could provide a copy of the Teaching Kids About Money Life Guide to members of a local PTO/PTA.

 

Financial Advisor Toolbox - LifeGuides


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