attorney collaborative netowork
The Attorney Collaborative Network is a strategic partnership program designed to align financial professionals with estate planning attorneys. All too often retirees’ estate plans are out of alignment with their financial and retirement plans. By joining forces with a local estate planning attorney, you, the financial professional, -are better able to serve consumers by ensuring everything works in harmony. The services provided by the estate planning profession have evolved. It only make sense that those services should include financial and retirement planning through a credible financial professional like you.
presentation kits
Use these guides in conjunction with our scripts & outlines.
want to be over prepared?
The timeslines below go over various topics and situations that are commonly asked about by other agents. If you have questions that have not been covered yet, this would be the right place to look!
not sure what to say?
We’ve developed scripts that agents can use to practice introducing themselves at their seminar and making both confirmation calls and follow-up calls to anyone who registered but did not come to your seminar. These scripts take the guesswork out of calling!
disclosures to keep you on track
We offer the following disclosures and acknowledgement as a sample document for your consideration.
How to sum it up
How to summarize the legal work you’ve done and emphasize the benefits and what has been protected. We offer the following outline as a sample document for your consideration.
