LIAM - Planning for the Unexpected
Your clients' income is the foundation of their financial plan. If their income was to change suddenly due to a life altering event how could you help protect them and their family? What can you offer to help minimize daily disruptions? What can you offer to help them maintain long-term financial health? Help your clients minimize the effects of a life altering event and help them keep their long-term financial goals on track.
See below for some great tools to help you! All files are available for download.