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Many of your affluent clients and prospects are thinking more and more about legacy these days—specifically, how they can transfer not just assets but also their values and beliefs to their heirs.

For your clients to be able to preserve their wealth and use it purposefully across generations, you should effectively engage them—and, importantly, the next generation—in the area of legacy planning.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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46 episodes