Time for a Checkup: The Financial Plan Audit

With shifting economic conditions and ongoing changes in the regulatory environment, timing can be everything when it comes to the success of your clients’ financial plans. Conducting periodic plan audits is a great way to help you uncover new opportunities as well as risk exposure—and help you position your clients for optimal long-term success.

Our complimentary guide highlights some key areas to focus on as you consider when and where to make important plan changes, including:

• Estate plans and charitable giving options
• Health care and life insurance
• Beneficiary designations