We are here to empower you with strategies and solutions that support your relationships with your clients.
By submitting your case request, you agree that the information you provide may be used by one of our associates from LSPN Pro to contact you about LSPN Pro products and services.
ON-DEMAND LIVE APPOINTMENT HOURS
8 AM - 4 PM Pacific Standard Time
Monday - Friday
If the client requires more advanced planning such as:
High Net Worth ($3M+) * Special Needs
Business Owner * Asset Protection
Legacy/Charitable Planning * International Assets
Non-US Citizen. * Non-Permanent Resident
IT IS STRONGLY RECOMMENDED THAT THE FINANCIAL ADVISOR/PROFESSIONAL MEET WITH OUR LSPN CONCIERGE PRIOR TO MAKING THE CLIENT APPOINTMENT