Prepare Your Clients for the Unexpected

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No one can predict the future, but you can help your clients prepare for it. No matter how comprehensive the financial plan, unexpected life events can have a major impact on a client’s future; that’s why insurance planning is an important component of every financial plan.

When the unexpected occurs, proper insurance and risk management helps clients protect what matters most. Download our free insurance planning resource for help with:

  • Presenting the case for life insurance, disability and long‑term care
  • Insurance policy reviews
  • Overcoming insurance objections
  • Glossary of disability policy key terms
  • Scripts for initiating the insurance conversation

Building a Thriving CPA Wealth Enterprise

Want to read the latest insights on marketing, practice management, capital markets and client communications? Check out the CPA Wealth Enterprise blog or visit our website avantaxwealth.com.