Become NexGen Professional Estate Planner!
Estate Planning is the process of creating a master plan for managing/distributiing wealth in case of disability or after death. The client decides to whom, how, and when the control and/or ownership of assets will be transferred ideally, at the lowest possible cost.
A plan for distributing wealth is just as important as a plan for accumulating it. As your client’s financial advisor, you are in a unique position to identify gaps in the existing plan, as well as inconsistencies or conflicts between the written plan and your client’s current desires.
Financial Advisors can guide clients on matters relating to wills, Power of Attorney, Letter of Guardianship, life insurance trusts and other estate planning issues for the distribution of wealth, during one’s life and on death.
Work with NEXGEN Estate Planning Solutions and we can show you how your clients can preserve their assets and build their wealth and at the same time also plan for the transfer of their Wealth.
We'll provide you with the opportunity to improve your income through an extremely lucrative and transparent fee structure - we can help you structure an annuity-like income stream long into the future (trail fees).
Adding Estate Planning services to your existing portfolio will ensure you consolidate your client/adviser relationship and offer an USP. Not only will you increase your business, but also have access to the latest up-to-date industry knowledge regarding latest developments on Wills, Trusts and other Estate Planning solutions..
Are you new to Estate Planning?
Not a problem. We will design and deliver a comprehensive training programme to help you meet your clients’ needs along with regular updates to keep you fully informed of industry and legal developments. If you need a little support along the way, we provide a free technical helpline as well as free access to our exclusive online member area.
But most importantly, we guarantee that your clients stay yours. We appreciate that you've worked hard to build your business and we're here to help you to take it to the next level.