The topics consume your daily discussions.

Financial planning.

Asset allocation.

Lifetime income.

Making sure clients understand the implications of being under-insured.

Our firms churn out the sales literature.

The seminar slides.

The subject matter expert speakers.

And yet, metaphorically, some of the most successful wholesalers in North America have no shoes.

They earn a ton of money, have the net worth of the Top 1%, yet they have simply neglected to plan for the unforeseen: extended illness, disability and, heaven forbid, death.

So, this week is a community service message: stop telling yourself how busy you are or how you'll get around to it soon.

Get a referral to an estate planning attorney and put your plan (living trust, financial power of attorney, advance healthcare directive, etc.) in place.

Rob

p.s. Have you checked out our newest offering? Details here.