Skip to content

Anonymous

My feedback

1 result found

  1. 861 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    AGREED - In addition to age of majority attainment, and RMDs, we would like to trigger a Workflow at age 60 or 65 which has a checklist of estate planning topics to discuss with the client, as the next 5 years are crucial for getting health directions and durable POA and LTC insurance and a good financial plan in place, in case the client starts to be affected by dementia or alzheimers, as 1 in 9 over age 65 are! Thanks.

Feedback and Knowledge Base