The essentials of family wealth planning
An 'Essentials of' brochure focused on family wealth planning, designed to build high-level understanding and generate interest.
You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Benefits
- Shows readers how expert advice can help with family wealth planning.
- Helps people to understand tax-efficient ways to pass on their money.
- Professioanlly produced and branded to build credibility and trust.
How to use
Click on the 'Personalised PDF' tab above and add your details. Please use the photograph from your Quilter.com adviser profile.
Once downloaded, this guide can be printed or emailed to prospects/clients.
Use this to
You can add your own details and personalise this PDF, which can then be downloaded.