For Your Clients

The intent to give to charity often is altruistic, but there can be a financial payoff in supporting charitable causes

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.

For a complete list of From Your Advisor topics, click here.


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