Page 17 - Newcom
P. 17
YOUR GUIDE TO SALES AND FINANCIAL PLANNING
BUILDING YOUR BUSINESS
PAGES 17-20 l INVESTMENT EXECUTIVE l APRIL 2020
INSIDE THIS SECTION
ESTATE PLANNING
DIGITAL ASSETS 19
Help your clients get control of their various online accounts. What happens to these assets when your clients die?
PROFILE
A WOMAN’S ADVISOR 20
Lisa Elle, like her clients, balances family, finances and fitness. She embraces technology to get her message across.
SORBETTO, WITH FILES FROM A-DIGIT (ALL VIA ISTOCKPHOTO)
