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What options do you have when offering your clients the relevant resource to do great Protect planning?
What do we mean by ‘Protect’?
Why do we add protection to the whiteboard early on in the process?
What are the 4 things we’re going to ask the client about protect?
If a client doesn’t have a will in place how should we represent this on the whiteboard?
You don’t usually deal with estate planning but you’ve identified at this point that your client doesn’t have a will in place. What do you do?
Once we’ve added the protect items to the whiteboard what do we do about them next?
How does adding Protect items to the whiteboard now help us in the long run?