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Financial representative expanding their business by meeting with a mother and daughter about legacy planning needs.
Financial representative expanding their business by meeting with a mother and daughter about legacy planning needs.

Legacy planning protects their family and loved ones

Supporting your clients to build, preserve and enhance a legacy is critical. We’re here to help, with resources for estate planning, wealth transfer, charitable giving and more.
Financial representative speaking with client about his legacy planning needs.
Why talk about legacy planning now?
Providing clients with a solid plan for after death is the best way to protect their finances, people and even relationships. When clients clearly state their wishes, they can focus on enjoying retirement and relieve their loved ones of difficult decisions later. 
Estate planning
Remind your clients: Estate planning isn’t just for the wealthy. It’s a critical part of any financial plan. By walking them through this process, you’ll help them protect their families and rest easier knowing they’ve got all their bases covered.  
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Client meeting to discuss estate planning.
Mother and daughter representing how Protective can help provide efficient wealth transfer strategies.
Wealth transfer planning
Using tax-advantaged strategies, you can help protect everything your clients have worked so hard for. Together, we’ll provide ways to transfer their assets efficiently. 
Review strategies
Charitable giving
One of the greatest legacies anyone can leave is to improve their community. Whether through support for the arts or funding for those in need, charitable giving has a key role in legacy planning. We’ll work with you to help clients transfer funds efficiently for maximum benefit.
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Volunteers building a house representing how Protective can help provide charitable giving strategies.

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We’re here for you

We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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