Tag Archives: Intergenerational PLanning

Protection in Intergenerational Financial Planning

Intergenerational planning and the role of protection policies in trust.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.