You’re not logged in!
You’ll need to log in to get access to all of the premium content on this site.
The Ten Client Deliverables, Course 2 of 2
- The Ten Client Deliverables, Course 2 of 2 Module
When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Services. (2 of 2)
- Introduction Lesson
- Income Tax Projection [Deliverable 5 of 10] Lesson
A client summary report projecting personal income taxes for the upcoming tax deadline
- Income Tax Review and On-time Filing/Lodging [Deliverable 6 of 10] Lesson
A full review of the client's tax return before submitting on time
- Estate Planning [Deliverable 7 of 10] Lesson
It’s imperative that there is a plan in place, designed by the client, to manage assets after the client has passed
- The Goal Blueprint™ [Deliverable 8 of 10] Lesson
A one page report for each client goal describing the strategies and tactics recommended to achieve the goal
- Cash Reserves and Debt Management [Deliverable 9 of 10] Lesson
Your team will help establish an adequate cash reserves plan, as well as a debt elimination plan for your clients who have debts
- The Comprehensive Safety Review Exercise [Deliverable 10 of 10] Lesson
An annual exercise designed to increase the safety of the overall plan, including a full review of all insurance plans, as well as a detailed justification for all existing policy limits
- Parting Shot Lesson
A final word from Mark Little on The Ten Client Deliverables™