John Florance, E4IS Senior Vice President of Annuities, leads us through the conversation on helping clients who are experiencing life transitions. Divorce is prevalent in America. Financial professionals will very likely encounter divorcing couples. Do you know what your role is vis-à-vis your clients as they go through this very difficult transition?

Materials

Transitional Planning – Divorce (PPP)
Transitional Planning – Divorce
Divorce Documentation
Divorce Terms
Divorce Referrals