Estate Planning Made Simple: A New Resource for LPL 1099 Advisors
Upcoming Webinar
Date & Time: October 1 at 11 AM PT / 2 PM ET
Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL 1099 advisors direct access to Wealth.com’s industry-leading estate planning platform. As part of LPL’s affinity program, Wealth.com has been selected as their premier estate planning strategic partner.
What You’ll Learn:
- How LPL 1099 advisors can start using Wealth.com with their clients
- Why offering estate planning helps deepen relationships and keep clients long-term
- A live demo showing the platform in action
- Practical ways to bring estate planning into everyday client conversations
Who Should Attend:
All LPL 1099 advisors who want a simpler, more effective way to offer estate planning and stand out with their clients.
Save your seat today.