For Your Clients

You can shave thousand of dollars off mortgage interest costs if you boost monthly payments or make an extra lump-sum principal payment

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.


Related Content