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Children & Wealth
Care about the Next Generation of your client’s family and want to help parents instill Financial Literacy?
Bento can help.
Children & Wealth
Context
Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how.
A big client need / major advice opportunity
Context
Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how.
A big client need / major advice opportunity
Solution
Every two years, as the children turn 4, 6, 8, and… years of age, you will receive a Bento Alert in your CRM. The Alert includes links to compliance pre-approved, age-appropriate information, guidance, and exercises that you can share with your client or prospect family. This program was developed in partnership with leading educators such as Susan Doty (Director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler).
When you help your families with educating the Next Generation, everyone wins.
Sample Materials
PPT/PDF
For the family to use
- Age-appropriate tools and activities to engage in meaningful conversations
- Quality further reading and resources
- For each age 4 thru 18, every two years
- Every two years, as the children of your clients grow from age 4 thru 18 you can share age-appropriate guidance and information with your client / prospect families
- The email introduces key activities to consider, which are then fleshed out in the corresponding PPT/PDF attachment
End Benefits
Client
More engaged, educated and empowered children.
Advisor
Tremendous goodwill and trust from parents, plus an opportunity to connect with the Next Gen in early and constructive ways.
