No client lives forever. It's one of the few certainties in life.
What should you do when a client dies?
Their assets could be at risk of being cashed out or transferred away by heirs.
Who are these heirs? It might be the spouse or the next generation.
How can you "keep the client" even if the client is dead? For seven ideas about how to do that, see the gallery accompanying this article.
Recognize that developing a relationship with the heirs starts when everyone is in good health, not when everyone is leaving the cemetery after the funeral.
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