Most of you are the only Advisor some employees see on a regular basis. So, you need to make the most of it by taking the time to help educate these folks on the important financial decisions that they need to make at different ages.
For example: How much Life Insurance do they need while they have children at home? How smart is it to pay for child care pre-tax? Should they put aside for their children's education if they don't have money going into retirement savings? What about Long-Term Care after they retire?
The first step would be Life Insurance because its the foundation of a good sound Financial Plan that you can help them build! Get Easy Term Quotes here!
For example: How much Life Insurance do they need while they have children at home? How smart is it to pay for child care pre-tax? Should they put aside for their children's education if they don't have money going into retirement savings? What about Long-Term Care after they retire?
The first step would be Life Insurance because its the foundation of a good sound Financial Plan that you can help them build! Get Easy Term Quotes here!
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