Login
iscover
Accountants used to talk about estate planning and wills. With changes to legislation, many are now too scared to talk about it. ChangeGPS want to fix that.
The Movement Bringing Estate Planning Back into Accountants’ Hands
01 November 2021
•
3 minute read
Fact: No client likes paying tax. Without effective estate planning – a clients could end up paying an effective 100% tax on their wealth (if it leaves their family “bloodline”).
Accountants can help their clients to avoid this – and grow their revenue with these “must have” services at the same time. Accountants used to talk about estate planning and wills. With changes to legislation, many are now too scared to talk about it.
Whether clients are buying a $10 will kit from the 7/11 or a $10,000 service from their lawyer - they often aren't covered where it really matters.
The future and certainty the client wanted for their loved ones is quickly washed away.
This system is broken.
Accountants are the trusted family advisor. It's their expertise and relationship that can give clients' families the future that they deserve.
This November, ChangeGPS are helping accountants TAKE BACK estate planning and asset protection in 2022.
Every day at 1:00pm from 8-12 November, Timothy Munro (Founder) and David Boyar (CEO) will be joined by industry leading speakers to give you the systems, tools and confidence you deserve to deliver estate planning services.
You'll receive 5 hours of free CPD and find out:
- Why Asset Protection advice by itself (without Estate Planning) isn’t good enough and leaves your clients exposed
- How Accountants can easily offer estate planning advice as a natural extension of asset protection
- How to ensure compliance within the legal requirements of your role
- The big estate planning concept pushed by lawyers - but it’s not in your client's best interest!
- The solution for Will challenges and rock solid succession to give your clients certainty
- How to have the conversation with your clients to demonstrate the value and urgency in having secure Estate Planning protection in place
PLUS: See real life examples of Proposals given to clients who instantly accepted quotes of $5,000, $19,000 and $27,000 for Estate Planning and Asset Protection updates. You can do this too!
Register now to give your clients the future they deserve.
You need to be a member to post comments. Become a member for free today!
