Differentiate Your Services and Offer More Value to Your Clients
Every day, more than 11,000 Americans turn 65. And with this unprecedented retirement wave of Baby Boomers comes anxiety of whether they have planned well enough for their financial future. Five Wishes offers financial and estate planners an integral service and benefit to provide to clients by helping start a values-based conversation focused on your clients’ broader needs and wishes.
How does Five Wishes help my financial business?
- Differentiates you from your competition by offering end-of-life security at a low cost to your company
- Saves your clients the cost of having an attorney prepare an advance directive, demonstrating your commitment to protecting their resources
- When custom-printed with your business name, serves as a marketing prospecting and community outreach tool
In addition to the Five Wishes document, we offer training programs that will help teach you how to effectively present to community groups and help people through Five Wishes. Positioning yourself as a guardian of financial security and personal wishes helps instill trust in those around you.
Start providing additional value to your clients and business with the programs below.