This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 22 March 2017.
Estate planning is the ‘new black’ for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.
View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers you can leverage View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.
This webinar will build on and explore in detail some of the estate planning strategies mentioned briefly in our 2016 adviser facilitation webinars. There is no need for you to have attended the previous webinars to get value from this webinar. For those who did attend the 2016 webinars, the vast majority of content in this webinar will be new.