The IFW Insights series are bespoke resources designed to elevate interactions with clients, created in collaboration with and for IFW members.
This week we released Guidelines for discussing legacy planning, the first IFW Insight directed at the consumer market.
Financial Services professionals can print these out to give to clients who need help in this area. And even if you know nothing about finance you can benefit from IFW members’ expertise to make your financial life easier and less stressful.
It’s also a two-parter, with the second document, ‘Help clients talk about legacy planning’, available exclusively to IFW members soon.
These two IFW Insights have been created in collaboration with IFW member and financial coach Dennis Harhalakis.
We welcome suggestions for the series.
You can download Guidelines for discussing legacy planning as a PDF by clicking on the link.
Have you used any of these IFW membership resources yet? Are there any topics you’re keen for us to cover? Let us know by commenting before or emailing members@ifw.org.uk
Judy, IFW Community Manager
