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Keyword: Gifts

25 results found
Judge gavel, scales of justice and law books in court

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

A museum pass may be appreciated, but that simple scented candle just might do the trick

Give them something that strikes an emotional chord

When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives

A bank’s campaign demonstrates the importance of knowing your clients

Treadmill desks get you strolling as you answer emails and take phone calls

Replace your laptop and tablet with one handy device

HUD devices project vital information onto your windshield

Whether it’s an Apple Watch or an Android Wear device, there are various options for you to choose from