How to steer your clients in the right direction Estate planning provides your clients with a wealth of opportunities to strategically grow their net worth while also planning for their families' future comfort and security. Opportunity brings risk, but also the potential reward of deeper, longer-lasting client relationships.
There are many people in Cleveland, Tennessee as well as other parts of the greater Chattanooga area that have loved ones with special needs.
If you close your eyes and think about the things that are most important to you, what comes to mind? For many people, they would first say their loved ones, like spouses and children. Maybe your dog or other family pet jumps into your mind and perhaps your favorite vacation home or the car you drive. Well, no one lives forever, so it might be time to think about an estate plan to take care of those things you love after you pass on.
There are a number of financial tools that are designed to help protect wealth. One example that can serve this purpose is an annuity.