For Your Clients

Marriage and cohabitation agreements can protect each partner’s financial situation should the relationship break down

By IE Staff |

Helping your clients understand basic financial planning and investing concepts can go a long way in deepening your client relationships. Investment Executive is happy to lend a hand with plain language, one-page PDFs that you can pass on to clients.

From your computer, click on the image below to download and save the PDF and distribute it to your clients.

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