Beneficiaries & Executors: A Financial Guide for NAPFA members
Helping Your Clients Cope with Financial Realities After the Loss of a Loved One
NAPFA members receive a 15% 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.