Support for your client conversations
You can use this client-facing content to help prompt your clients to engage with you and make plans for what they leave behind.
The content on this page can be sent to your clients to help them with their intergenerational financial planning needs.
You can use these materials to show clients how working with you can help them to preserve wealth and protect their loved ones.
We've taken every care to ensure the accuracy of the following information, please be aware that it's your responsibility to make sure anything you send it compliant and appropriate for your clients.
Educational articles to get the conversation started
These five articles are specially designed for you to download and send to your clients by email or post. We've also developed a template you can use as a covering letter. Open the template and just copy and paste the text to where you want to use it. Feel free to personalise it before sending it along with the articles to your clients.
A guidebook for your clients: Estate planning – get started on planning for what you want to leave behind.
Share this comprehensive guidebook with your clients to encourage them to think about their own plans and engage with you to take the next steps needed.
Just download this guide and send to your clients by email or post.
Blogs for your clients
We've adapted the articles into content that you can share with your clients for example on your websites and newsletters.
It's easy to download the blogs and social media posts:
- Use the left hand menu to view and select the blogs and social media posts for each topic.
- Click the 'Copy to clipboard' link below each blog to download.
- The text is now ready to paste wherever you choose.
Intergenerational planning for financial advisers
Insight, expertise and practical solutions from Prudential, to support forward-thinking advisers in extending their expertise and value across more generations of a family.