Wednesday, April 25, 2007

 

Uncover What Your Clients Want from an Estate Plan with a Four Step Guide from Pacific Life

Identifying what they want to accomplish in an estate plan can be very difficult for many clients. Add to that the wide variety of planning techniques and you can really confuse a client. There are so many issues – both emotional and financial. To help, Pacific Life Insurance Company and Pacific Life & Annuity Company introduced a new guide for insurance professionals to use with clients called, “What You Want – Estate Planning.”

Uncover What Your Clients Want from an Estate Plan with a Four Step Guide from Pacific Life
Source: Business Wire

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