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The Family Focus Retreat: A New Kind of Fact Finder

TOPIC: Jerry Nuerge explains his model for engaging estate planning clients in the concept of legacy planning. The focus of this plan goes beyond transferring financial assets and seeks to preserve those elements of life that are most important to the family!

LEARNER OUTCOME: To move a client to personal significance, the Advisor must bring insight, perspective and wisdom to the planning process. The Advisor will be able to set him/herself apart from other Advisors by showing clients/prospects that you truly care about them and their family that can gain you the TRUST so necessary to open large cases!