SUPERCentral launches strategic competitive advantage with Ask.Will
27 August 2018
Introducing Ask.Will™
An estate plan helps protect what matters most to your clients. Ask.Will™ is an online service for SUPERCentral advisers. Ask.Will helps you to go beyond small talk when it comes to estate planning, and provides you with the answers to drive conversations with your clients that nudge them into taking action, providing them with the confidence of knowing that the right plans are in place for the future.
Ask.Will takes brief snapshot your client’s personal information and uses the latest legislation and tax laws to provide you with an easy to understand overview of their current situation and things they need to consider for the future, when it comes to their will, and estate planning needs.
An estate plan helps protect what matters most to your clients – the financial security of their loved ones. Ask.Will™ is an online service for SUPERCentral advisers. Ask.Will helps you to go beyond small talk when it comes to estate planning, and provides you with the answers to drive conversations with your clients that nudge them into taking action, providing them with the confidence of knowing that the right plans are in place for the future.
Ask.Will captures a snapshot of your client’s current situation, and provides a comprehensive guide for estate planning and Will requirements.
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