Newsletter Category: Advisor Focused Newsletter

Helping Clients Protect Themselves and Their Loved Ones This National Safety Month

For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National Safety Month is to raise public awareness of […]

Three Things You Can Do to Help Clients with National Moving Month

The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest moving season of the year. […]

Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options

When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or cremation. However, these options are not particularly environmentally […]

What Will Happen If Your Clients’ Loved Ones Become Disabled?

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients […]

Presidential Estate Planning Lessons You Can Use to Advise Your Clients

February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US […]