Beneficiaries & Executors: A Financial Guide for NAPFA members


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Helping Your Clients Cope with Financial Realities After the Loss of a Loved One

NAPFA members receive a 20% discount off orders of Lightbulb’s new publication, Beneficiaries & Executors: A Financial Guide.

The guide is an essential resource to share with clients and their family members to help them navigate the financial and legal responsibilities that follow the loss of a family member or loved one.

It may also help initiate a relationship with beneficiaries who may be looking for advice on managing their inherited assets.

Buy the guide. Use code BENAPFA to get your 15% discount.

Customize the guide with your firm’s logo and contact information.

To learn more about discounts or customization options, call 212-485-8822 or email us.

More details about the guide.

 
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