Join our JDRF Professional Advisor Network
Now more than ever, people are seeking ways to make a meaningful impact on causes that are important to them. Many would like to include their families in philanthropy, but those conversations can be difficult.
As a trusted advisor, you are essential to your clients and how their values are carried out during their lifetime and after they’re gone.
Let us help you and your clients create a legacy that will provide for their loved ones, while continuing to achieve their philanthropic and financial goals.
It’s easy and free to join our network. Simply complete the form below to receive updates, tools, and tips to help you and your clients create an informed and tax-wise legacy plan.