Insure Your Love

February is Insure Your Love Month

Make sure your clients’ loved ones are covered

by making sure they have enough coverage.

Estate Planning Checklist

Remind clients that even if they think they have a modest estate, it’s still important to plan.  
Plus, the estate tax exemption may be reduced, which could lead to an increase in
estate tax. Having a plan in place also allows clients’ wishes to be honored and
lessens legal difficulties. If they haven’t done so, they should engage with an
estate-planning attorney as soon as possible to draft trusts and other necessary
documents.

Help Clients Protect Their Income

Your clients’ income helps them meet their financial obligations.  Help them ensure their income is protected in 2022.

Relationships Matter. We Value Our Carrier Partnerships.

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Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080.

National Brokerage Associates, Inc. is not affiliated with The Leaders Group, Inc.

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