The Attorney Alliance—Assisting You to Create and Retain Clients
As a Genworth Financial Advisor, you know that your clients are becoming increasingly concerned about developing a secure financial future. With your help, many of your clients have accumulated substantial net worth, and they are concerned about protecting their assets and creating strategies to pass them on to their heirs and future generations.
Members of the Attorney Alliance are skilled and accomplished estate and tax planning attorneys. We serve as an important resource for Genworth Financial Securities representatives and their clients for creating and implementing tax, financial and estate planning strategies.
The Attorney Alliance can assist you in the following ways to create a comprehensive financial plan for your clients:
• Reviewing your clients' estate planning documents and making recommendations for updating and strengthening those documents. • Making recommendations on strategies to protect the clients' assets. • Making sure your clients' assets are protected, to the extent possible, from adverse events and activities.