US EditionSeven Reasons Why Clients Need a Will
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riskinfo.com.auSeven Reasons Why Clients Need a Will
If advisers have clients who seem unwilling to make a will, Welsh adviser Craig Palfrey has outlined the reasons he uses to convince his clients they do need a will – along with highlighting seven facetious reasons why clients don’t need one. Craig Palfrey speaking at MDRT 2025 Annual Meeting Palfrey, from Penguin Wealth was speaking at the 2025 MDRT Annual Meeting in Miami and detailed the section on wills in his wider address looking at how a…
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