Tackle Tough Conversations with Confidence

Your guide to impactful estate planning discussions

When it comes to estate planning, financial planners with insight into the big picture can play a crucial role. That's why we've developed Candid Conversations: Estate Planning. This guide demonstrates techniques from counselors and therapists that can have game-changing impact for clients.

Our research shows only 38 percent of planners are extremely comfortable discussing legacy planning, and even fewer feel prepared to talk about a life-threatening illness.¹

Download our FREE eBook to explore new ways to approach such sensitive topics. Along the way, you'll learn how to boost your clients' financial well-being while supporting future growth.

¹eMoney Leading with Planning Research, May 2022, Advisors n=360.