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All CollectionsCLIENT-FACING RESOURCES
Client Marketing Resources
Client Marketing Resources

Resources regarding your Estate Planning offerings. Submit to Compliance for review and approval prior to use if required.

2 articles
Introduction to Estate Planning: Client-Facing Video
Client Communication Examples & Content

Email Templates and Marketing Materials

Sample Email- Who is EncorEstate Plans?This email helps explain the relationship between Encore and the Advisor. It also explains how the client should begin the process.