Estate Planning, Insurance Coverage and Webinar

One-time and Ongoing Services to Offer Under the Fee-for-Service Model

AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

Insurance Coverage

Insurance Coverage Financial Planning Estate Planning Tax Planning

Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

DECEMBER 6, 2022

After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you. They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Sources: 1.

Financial Planning

Financial Planning Clients Planning Estate Planning

Financial Advisor Source

One-time and Ongoing Services to Offer Under the Fee-for-Service Model

Financial Planning That Helps Clients Weather Disasters

Webinars

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