Delivering better estate planning outcomes for clients
- On December 7, 2021
- By GrowthInvest Marketing
In an earlier article, we looked at why estate planning is in urgent need of a rethink. The big question is how to move forward when there is so much disengagement and misconception surrounding estate planning. Fortunately, the experts taking part in the Stellar Estate Planning Virtual Summit on money, mortality and the modern family were on hand with practical advice on how to overcome these barriers and deliver better solutions for clients.
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