iCLATs are never established without the integral involvement of at least one of the client's key advisors (financial planner, accountant, attorney or other key advisor) during the exploratory process. In other words, iCLATa are never established in a so-called "planning silo" without our clients' most trusted advisors involved throughout the discovery, design and engagement process. In fact, the vast majority of iCLAT inquiries, illustrations and engagements are initiated by one of the client's key advisors. In fact, if a client reaches out to us directly for a FREE illustration, then one of our first action items is to communicate with one or more of his or her key advisors.
Active Collaboration with Advisors is ESSENTIAL for iCLAT Planning