Life transitions account for 70% of money in motion and puts on average $12 million of assets at risk in every advisor’s book every year. Grief is the transition from an old normal to a new normal. This BREW is hosted by our very own John Florance, E4IS Senior Vice President of Annuities in discussing how you can recognize what triggers grief, and how you can help the client control and plan for their next major financial transitions.
Click Transitional Planning – 11.4.20 for copy of presentation.
To request a copy of “Compassionate Communication”, please contact brew@e4.insurance.