Over 66% of beneficiaries fire their parent’s advisor upon inheriting wealth. Don’t be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come.
*Please keep in mind our presentation is for financial professional use only. Not for use with the general public. The contents of this piece include the opinions of Clarity 2 Prosperity, are subject to change, and are for informational purposes only. If you are a registered financial professional, please be sure to review your firm’s policies and procedures and take into consideration federal and state regulations applicable to your business.*