You’re the Financial Advisor, guiding your clients through the mystery of retirement.
You show them how to make sure they have enough income, plenty of medical coverage, and enough death benefit to take care of their loved ones when they die. Hopefully you also advise them about estate protection from probate through a Living Trust. Within the provisions of a Living Trust are the keys to avoid probate, ease the transitions of a loved ones passing, and preserve the family’s estate. This is something we can easily make a part of our job.
When an estate is going to be settled, we all know that the last thing the beneficiaries want to do is go through probate. Probate costs American’s over 2 billion dollars each year, with 75% of that cost going to attorneys. And, the time to “unlock” assets for the beneficiaries can easily be 12-24 months, not including Covid hold-ups.
Also, only about 40% of people who need a living trust actually set one up and fund it.
Why? Two reasons; 1) Sitting inside an attorney’s office with multiple appointments and paying high attorney fees doesn’t sound appealing. 2) Many people simply “never get around to it”. So how do we help our clients take care of getting a living trust?
TWH has a Living Trust system for our advisors that is affordable, easy to use, and available in all 50 states.
It’s better than you imagine and has proven its worth for over 10 years building over 25,000 Living Trusts across America. All done by advisors helping their clients! Interested? Call me for a demonstration.
800‐200‐9194, ext. 206
~ John Roberts
VP, TWH Agency, Inc.