There’s only one rule when it comes to
working with clients on their estates:
Keep it simple.
By George R. Barnes
Estate planning can sound like a daunting task. However, within the dynamic of the client and the team of financial professionals, I have found if you keep it as straightforward as possible, you are ca- pable of achieving great success.
A process I learned through membership in the Million Dollar Round Table (MDRT) is the KIS principle — keeping it
simple. Taking what can be a complex procedure and simplifying it benefits the client and the entire team. I find that focusing