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Learn MoreYour clients have worked hard to ensure their families will be financially secure after they’re gone. But no matter how well they’ve planned to ensure their life’s assets will be protected, after the money is distributed to their loved ones, it’s out of their control.
Show your clients how preparing their spouse for the burden of managing the family’s estate can create a legacy of financial independence that could last for generations.
Use the latest Client Education video, Personal Portfolio, to help your clients understand how the best security to invest in, is their loved ones’ financial education.
See below for a preview:
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