Webinar Replay: Navigating Loss of Life Target-Maps in Asset-Map

In this training webinar, get a practical walkthrough of how Loss of Life Target-Maps are designed to help advisors visualize and prepare for the financial impact of a client’s passing. In this session, we explored real-world scenarios, learn best practices for presenting these sensitive conversations with clarity and compassion, and gain insights into using this powerful tool to support clients during life’s most difficult moments. Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)