How to offer Plan Well
The context of coaching the client on will and estate planning or trusts and trustees is a natural place to offer our service as a complimentary tool for your client. Especially when you are talking about Representatives and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for future medical care.
In addition, Plan Well Guide offers discounted rates to your clients to access our premium services through our coupon code program.