Financial Planning That Helps Clients Weather Disasters
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. Here are three tips to help your clients follow the Scout motto and be prepared. #1 One last note on paperwork. Sources: 1.
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