Strength Through Choice

Estate Planning

Ever struggled to sell Estate Planning solutions to your clients? We understand that it’s not always easy to talk to customers about estate planning, so we have produced some customer facing material to help you out.

We hope you find these tools useful and that they make your life easier when talking to your clients about estate planning.

• Listen to the Estate Planning Podcast
• Watch Estate Planning film “One Less Worry”
• New - Will Trusts - An Estate Planning solution for you? (W12659) (pdf - 159 KB)
• Estate planning poster (W12211) (pdf - 585 KB)
• Creating and conserving wealth brochure - coming soon

Need more information?

Visit our dedicated estate planning page for further information.

For technical information, visit our Wealth Technical Centre

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private investors or any other persons