Financial planning isn’t the simplest job in the world but no matter how complicated and boring you think it is, it’s far more fun to talk to clients about cash flow planning, investing and retirement planning than it is to talk about death – especially their own. Arguably, one of the most difficult question you’ll ever have to ask clients is what happens to their spouse or dependants when they die. It may turn out to be one of the most important questions as well.
In the latest edition of AdviserHangout, Dennis Hall, MD of Yellowtail FP and the author of a new book – Who Will it Hurt When I Die talks about why its important to have this difficult conversation with clients and the planning opportunities that comes doing so.
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