Not Too Long Ago Attorneys Hated Living Trusts. Many Still Do.
For more than 30 years, my message has been the same: If you love your spouse and/or your children, avoid the time, cost, and agony of probate – give them the gift of a good Living Trust.
- Henry W. Abts III
Henry Abts, the Father of promoting Living Trusts to the public, experienced the probate process in 1966, he said it was enough to last a lifetime after his Father died and the stress was so great that Henry had to place his Mother into a “home” while burying his Father. 4 years later he discovered the Living Trust and through his experience in Probate he formed a company to spread the word throughout America, to free fellow Americans from the anguish of Probate. Millions and millions now have a Trust through Henry’s passion and experience.
Here’s why I’m bringing this important topic up.
50% of all seniors who need one don’t have one.
Now we as Financial Advisors can take advantage of adding value for our clients by helping them establish a Living Trust. By being involved in helping a client establish a plan, current or new, the client always “trusts” you even further in their asset/financial planning. Estate planning experts state that the Trust needs to be the centerpiece of the clients Financial Plan. I agree. You are now in the position through TWH to educate your current clients and FUTURE prospects on what it means to take advantage of the opportunity to get their plan done through you! A wonderful marketing differentiator that you can now offer the most comprehensive and financial planning service possible.
We should talk, I’ll show you how to increase your annuity sales in helping people with their Living Trusts. Many have, why not you?
Give me a call, and let’s talk!
800‐200‐9194, ext. 206
~ John Roberts
VP, TWH Agency, Inc.