You don’t get to take it with you…

You’ve heard that before. But discussions around death- and preparing for it financially- are still strangely taboo for a lot of people. This week on CRMNEXT’s Banking on Experience, I’m joined by an expert on preserving your assets and possessions.

Kenneth Kelly is Chairman & CEO of First Independence Bank (among many other impressive titles) and author of the new book, “Prepare Before I Let Go.” And he shares some fascinating insight with our listeners.

Topics we covered include:
Kenneth’s book: why he wrote it, what it offers
Why he’s so passionate about this topic
How financial institutions can help better educate and prepare people
Misconceptions around power of attorney
The best time to get started
And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.