Description

This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.;
What You’ll Learn
After successfully completing this course, you will be able to:

Describe the five basic elements of a trust

Identify the five key reasons clients need or want a trust

Refer clients to the trust department using the Effective Referral Model

Identify trust accounts that map to clients’ needs