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How Do I Help My Clients Prepare for Financial Planning?

06/22/2024

How can you help your clients inventory assets, liabilities, income, and expenses?  How can you provide a value-added deliverable that will help them with continued organization of their estate-related financials? MyFamilyPlan Professional is the answer! Our tool makes it easy to collect & document estate & financial planning details. Helping you help your clients –…

Have Elderly Parents?

06/22/2024

Are you worried about your elderly parents? Do you understand their assets, liabilities, and expenses?  Do they have life insurance?  Do they require a DNR?  How will you take care of their home when they can’t?  Do you understand their funeral preferences? MyFamilyPlan Personal will help you answer these questions! Knowing what to do now…