Advocis conference update: Executive orders

Advocis conference update: Membership drive main focus for new chair (May 31, 2004) Executives can be the toughest type of client to crack since they are often married to their jobs, whether at home, the office or traveling on business. But a few methodical ways will get their attention, according to Warren Baldwin, regional vice-president […]

By Deanne N. Gage | May 31, 2004 | Last updated on May 31, 2004
2 min read
  • Advocis conference update: Membership drive main focus for new chair
  • Advocis conference update: Executive orders
  • Advocis conference update: Overcoming insurance “urban legends”
  • Advocis conference update: Advocis announces in-house E&O program
  • Advocis conference update: Opportunity, professionalism buzzwords at opening session

    The executive’s assistant reads all his mail, but since the letter was about an estate plan (a personal matter) she forwarded the letter directly to his attention.

    Once the executive came in for a meeting, Baldwin then outlined his estate planning process, which included discussing issues such as structuring the will, executorship, guardianship, spouse and children, income tax, probate costs and tax beneficiary considerations. These discussions took place before sitting down to do the will. “Going through a process similar to this builds professionalism,” Baldwin says.

    Filed by Deanne N. Gage, Advisor’s Edge Deanne.gage@advisor.rogers.com

    (05/31/04)

    Deanne N. Gage

  • Advocis conference update: Membership drive main focus for new chair
  • Advocis conference update: Executive orders
  • Advocis conference update: Overcoming insurance “urban legends”
  • Advocis conference update: Advocis announces in-house E&O program
  • Advocis conference update: Opportunity, professionalism buzzwords at opening session

    The executive’s assistant reads all his mail, but since the letter was about an estate plan (a personal matter) she forwarded the letter directly to his attention.

    Once the executive came in for a meeting, Baldwin then outlined his estate planning process, which included discussing issues such as structuring the will, executorship, guardianship, spouse and children, income tax, probate costs and tax beneficiary considerations. These discussions took place before sitting down to do the will. “Going through a process similar to this builds professionalism,” Baldwin says.

    Filed by Deanne N. Gage, Advisor’s Edge Deanne.gage@advisor.rogers.com

    (05/31/04)