Worksheets

Getting Started With Estate Planning Worksheet

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5 Credits
License Terms
AI Playground
WORD COUNT
200
PAGES
5
FILE SIZE
1.05MB
FILES INCLUDED
  • PAGES
  • DOC
  • PDF
  • DOCX
  • JPG
You Can
  • Brand It As Your Own
  • Give It Away or Sell It
  • Repurpose into other formats
  • Keep 100% of the Profit.
  • No Attribution or Royalties
  • Use in Unlimited Projects

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Tips & Tricks
Do your clients need direction to manage their savings and investments? Learning how to properly save and invest money is vital to their financial health.

Perhaps you consult your clients on saving to buy a home or real estate negotiation strategies. Well, your mission is to create companion handouts and training programs to help your clients be ready for their retirement.

Licensed finance content like this one can help your clients make wise investment moves. You'll be able to offer a valuable resource that will give them insight into saving for buying a new home and more. Perhaps you can help your clients asset protection or offer tips on how to make a big dent in their mortgage.

Of course, you can use brandable finance content as additional handouts during seminars. You can send it to prospective clients via a quarterly e-newsletter or investment planning magazine. Post it on your blog to attract new clients. Create financial planning coaching program. You're only limited by your own imagination.

By sharing this with your clients, you will become their reliable guide. You'll be able to give them clarity and insight into the best saving techniques. They will share amazing results that you helped them achieve with others.

You can shape this 100% to your liking.

Put your own branding on the front. Provide tips and tricks around your own saving strategies. Shape it so it fits individual clients. The private label content can look surprisingly different when you spend a few minutes to transform it.

The secret to successful content marketing is routinely putting out good quality content. You will establish yourself as an industry thought leader.

And the beauty of PLR.me content is...

It's easy to get started!

We create all the content on our end, and you get to brand it as your own. You don't need to stare at a blinking cursor, mocking you as you struggle to write it all from scratch.

You simply download, edit, and publish the content any way you'd like. It's really that quick. And it's ready to go. So let's get started.

Note: This done-for-you brandable coaching resource is for practitioners, coaches, bloggers, and professionals only.