A Wall Street Journal article 08/19/23 suggest taxpayers with a net worth of $10M+ review their estate plans now – before the estate tax exemption gets cut in half. “We’re looking at a golden opportunity to make tax-free transfers.”. As you read the article, jot down the names of appropriate clients, then:
- Forward this free link to the article to appropriate clients and prospects
- Follow-up and offer to discuss the relevance of strategies with them
- Post the article on social media; offer a complimentary financial checkup
- Set reminders to repost the article on social media periodically
We make it easy for you to keep your name in front of your clients and prospects with a fresh idea at least monthly. Be the first person they think of when it comes to discussing their financial strategies.
