Jul 14, 2023

Why estate planning matters (Brandable PowerPoint)


Most people avoid estate planning because they think they’re too young, they’re too busy, they feel estate planning is too expensive or too complicated, they’ve done it once in the past and don’t think they need to again, or they just don’t believe they have anything to plan for.

Win new clients by downloading this brandable PowerPoint presentation for client meetings. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.

Ready to get started?

Deliver a whole new client conversation experience