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Generational Reach; Retaining Heirs and Assets
May 12, 2020 @ 10:30 AM - 11:30 AM
Financial professionals sometimes invest decades building relationships, only to lose them at a client’s death. But that business break isn’t inevitable. Nurturing an existing relationship – one which engages the spouse and children in a meaningful way – lays the groundwork for continued connections. The Generational Reach value-add program helps build bridges to the future. Timely interaction on financial affairs both benefits families and cultivates clients across generations. Join Deborah Miner with W&S Financial Group Distributors as she shares how to:
· Retain heirs and assets
· Extend lifetime value of a client
· Build family trees and connections
· Reach next-gen clients
and
· Open the door with annuities