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If a client needs an estate plan, do you refer them to an attorney?
Well, now you don’t have to. In fact, you can strengthen your client relationship while delivering greater value by offering estate planning services in-house. With the help of integrated technology, financial advisors can easily expand their services to include estate planning.
Nyle Bayer, CMO of Helios Integrated Plans, shares why financial advisors are best positioned to manage estate planning.