Archive for Month: June 2019

The Will Clarity Package has a simple straightforward process that protects you and your client. My clients are impressed with the “extra” benefits and increased certainty this offers. The high level of service is expected to bring in additional referrals. Also, my clients view these as additional “free” services that add value to my proposition and strengthen the Will and Trust dispositions against a future challenge.

Legacy Protection Services | Nick Butler

The Will Clarity Package is so simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs. It gives peace of mind that my consultants are acting appropriately and reducing risk to the business. My clients are very understanding and they see the professionalism of using such packages.

Kept Assets Limited | Richard Hayes