Learning From Experience: Bernard’s Story

A good cautionary tale makes a person stop and take a look at their own circumstances.  Bernard’s story may encourage your clients to take stock of their assets and consider whether they’ve properly planned for the distribution of those assets.

Share Bernard’s story with your clients to help them see that there are nuances involved in naming beneficiaries and heirs, and that seeking good advice, communication, and documentation when planning can help to ensure their wishes are carried out as hoped.  

For more information on estate planning and documenting final intentions, watch our short video: SMART TALK… about will planning and drafting – Advisor Talk and read our previous post: The Beneficiary Challenge – Advisor Talk.

Questions? Contact your local PPI collaboration centre.

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Learning From Experience: Bernard’s Story