Case Design –
Household Proposal
July 8, 2020
Case Design – Household Proposal

In our initial Case Design email last week, we reviewed Hanlon’s Account Aggregation feature as a successful way to comprehensively view your clients’ true financial health thus allowing you to better service them.

As you build trust with your clients and better understand their full financial situation, the logical next step would be to review their entire Household and provide a comprehensive proposal to the family.

Reasons to focus on this household overview.
How do you create a Household Proposal? It’s simple!

  1. Log onto the Hanlon Managed Accounts Platform
  2. Access your client’s Household
  3. Click Proposal Generation
  4. Use the Existing and Aggregated accounts to develop your proposal. You can even create additional Proposal Accounts as needed.
  5. Generate your Propsal

When your client says ‘yes!’ complete the Household Information Form and email to to have all your paperwork prefilled and sent to your client via Docusign.

Need Assistance? We’re here to help! Contact our Case Design desk at (888) 641-7100 or .
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